AlphaCore Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

AlphaCore Capital’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	$710K	Buy	1,358 +392	+41%	+$196K	0.01%	558
2026 Q1	$448K	Sell	966 -1,659	-63%	-$804K	0.01%	581
2025 Q4	$1.26M	Buy	2,625 +1,573	+150%	+$744K	0.03%	354
2025 Q3	$489K	Sell	1,052 -7	-0.7%	-$3.15K	0.02%	459
2025 Q2	$467K	Buy	1,059 +569	+116%	+$236K	0.02%	388
2025 Q1	$206K	Buy	+490	New	+$212K	0.02%	437
2024 Q1	–	Sell	-711	Closed	-$268K	–	197
2023 Q4	$268K	Buy	711 +78	+12%	+$27.3K	0.04%	197
2023 Q3	$212K	Buy	633 +1	+0.2%	+$347	0.03%	207
2023 Q2	$217K	Buy	+632	New	+$213K	0.03%	189
2020 Q2	–	Sell	-3	Closed	-$1K	–	133
2020 Q1	$1K	Buy	+3	New	+$797	﹤0.01%	315

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

AlphaCore Capital's DIA Position: Q2 2026 in Review

AlphaCore Capital increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 41% in Q2 2026, buying an estimated $196K and bringing the position to 1,358 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #558.

AlphaCore Capital first reported a position in DIA in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.26M in Q4 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

AlphaCore Capital held 1,358 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $710K as of Q2 2026.
AlphaCore Capital bought 392 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $196K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #558 holding.
AlphaCore Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 10 quarters since.
AlphaCore Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.26M in Q4 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.