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

Apella 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	$1.82M	Sell	3,436 -40	-1%	-$20K	0.03%	278
2026 Q1	$1.72M	Buy	3,476 +575	+20%	+$279K	0.03%	279
2025 Q4	$1.39M	Buy	2,901 +80	+3%	+$37.8K	0.03%	242
2025 Q3	$1.3M	Buy	2,821 +16	+0.6%	+$7.21K	0.03%	220
2025 Q2	$1.25M	Buy	2,805 +1,823	+186%	+$756K	0.03%	200
2025 Q1	$399K	Buy	982 +102	+12%	+$44.1K	0.01%	274
2024 Q4	$374K	Buy	880 +47	+6%	+$20.3K	0.01%	255
2024 Q3	$351K	Hold	833	–	–	0.01%	251
2024 Q2	$327K	Hold	833	–	–	0.01%	249
2024 Q1	$324K	Hold	833	–	–	0.02%	235
2023 Q4	$312K	Hold	833	–	–	0.02%	236
2023 Q3	$279K	Hold	833	–	–	0.02%	226
2023 Q2	$286K	Buy	+833	New	+$280K	0.02%	217
2022 Q4	$365K	Buy	1,101 +51	+5%	+$16.6K	0.03%	173
2022 Q3	$302K	Hold	1,050	–	–	0.04%	173
2022 Q2	$323K	Buy	1,050 +447	+74%	+$146K	0.04%	173
2022 Q1	$209K	Buy	+603	New	+$209K	0.03%	199

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

Apella Capital's DIA Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.2% in Q2 2026, selling an estimated $20K and leaving 3,436 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #278.

Apella Capital first reported a position in DIA in Q1 2022 and has held it in 17 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Apella Capital held 3,436 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.82M as of Q2 2026.
Apella Capital sold 40 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $20K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Apella Capital's portfolio in Q2 2026, its #278 holding.
Apella Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 17 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.