Allie Family Office’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Allie Family Office’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$707K	Hold	1,352	–	–	0.26%	52
2026 Q1	$626K	Sell	1,352 -726	-35%	-$352K	0.27%	50
2025 Q4	$1M	Hold	2,078	–	–	0.47%	36
2025 Q3	$965K	Hold	2,078	–	–	0.46%	36
2025 Q2	$916K	Hold	2,078	–	–	0.45%	35
2025 Q1	$872K	Hold	2,078	–	–	0.48%	32
2024 Q4	$885K	Sell	2,078 -290	-12%	-$126K	0.49%	35
2024 Q3	$1M	Hold	2,368	–	–	0.54%	29
2024 Q2	$926K	Hold	2,368	–	–	0.56%	29
2024 Q1	$941K	Buy	2,368 +876	+59%	+$337K	0.55%	29
2023 Q4	$563K	Sell	1,492 -570	-28%	-$199K	0.39%	38
2023 Q3	$692K	Sell	2,062 -640	-24%	-$222K	0.56%	26
2023 Q2	$931K	Hold	2,702	–	–	0.67%	23
2023 Q1	$900K	Sell	2,702 -1,725	-39%	-$573K	0.67%	26
2022 Q4	$1.47M	Buy	4,427 +40	+0.9%	+$13K	1.21%	16
2022 Q3	$1.26M	Sell	4,387 -640	-13%	-$203K	1.09%	16
2022 Q2	$1.55M	Sell	5,027 -9,799	-66%	-$3.2M	1.26%	16
2022 Q1	$5.15M	Buy	14,826 +287	+2%	+$99.6K	3.95%	5
2021 Q4	$5.29M	Buy	+14,539	New	+$5.17M	4.17%	5

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allie Family Office's DIA Position: Q2 2026 in Review

Allie Family Office held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,352 shares worth $707K. The position accounts for 0.26% of the portfolio, ranked #52.

Allie Family Office first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.29M in Q4 2021. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Allie Family Office held 1,352 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $707K as of Q2 2026.
Allie Family Office left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.26% of Allie Family Office's portfolio in Q2 2026, its #52 holding.
Allie Family Office first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
Allie Family Office's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.29M in Q4 2021.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.