AlTi Global’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

AlTi Global’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	$356K	Sell	679 -462	-40%	-$231K	0.01%	408
2026 Q1	$529K	Buy	1,141 +2	+0.2%	+$969	0.01%	309
2025 Q4	$549K	Buy	1,139 +1	+0.1%	+$473	0.01%	302
2025 Q3	$529K	Buy	1,138 +334	+42%	+$151K	0.01%	309
2025 Q2	$355K	Buy	804 +1	+0.1%	+$415	0.01%	340
2025 Q1	$338K	Buy	803 +2	+0.2%	+$865	0.01%	317
2024 Q4	$342K	Buy	801 +1	+0.1%	+$433	0.01%	331
2024 Q3	$339K	Buy	800 +2	+0.3%	+$813	0.01%	307
2024 Q2	$313K	Buy	798 +1	+0.1%	+$388	0.01%	308
2024 Q1	$318K	Buy	797 +2	+0.3%	+$770	0.01%	308
2023 Q4	$300K	Buy	+795	New	+$278K	0.01%	291

Other funds holding DIA

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AlTi Global's DIA Position: Q2 2026 in Review

AlTi Global reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 40% in Q2 2026, selling an estimated $231K and leaving 679 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #408.

AlTi Global first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $549K in Q4 2025. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

AlTi Global held 679 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $356K as of Q2 2026.
AlTi Global sold 462 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $231K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of AlTi Global's portfolio in Q2 2026, its #408 holding.
AlTi Global first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
AlTi Global's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $549K in Q4 2025.
984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.