Annis Gardner Whiting Capital Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-9	Closed	-$4.18K	–	567
2026 Q1	$4.18K	Hold	9	–	–	﹤0.01%	976
2025 Q4	$4.33K	Hold	9	–	–	﹤0.01%	886
2025 Q3	$4.19K	Hold	9	–	–	﹤0.01%	810
2025 Q2	$3.98K	Buy	+9	New	+$3.73K	﹤0.01%	888
2025 Q1	–	Sell	-9	Closed	-$3.84K	–	767
2024 Q4	$3.84K	Hold	9	–	–	﹤0.01%	636
2024 Q3	$3.82K	Hold	9	–	–	﹤0.01%	661
2024 Q2	$3.53K	Hold	9	–	–	﹤0.01%	809
2024 Q1	$3.59K	Hold	9	–	–	﹤0.01%	800
2023 Q4	$3.4K	Hold	9	–	–	﹤0.01%	580
2023 Q3	$3.02K	Buy	+9	New	+$3.12K	﹤0.01%	578

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

Annis Gardner Whiting Capital Advisors's DIA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 9 shares — an estimated $4.18K sold.

Annis Gardner Whiting Capital Advisors first reported a position in DIA in Q3 2023 and held it in 10 quarters. The position peaked at $4.33K in Q4 2025. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 9 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $4.18K.
Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and held it in 10 quarters.
Annis Gardner Whiting Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.33K in Q4 2025.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.