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

Aptus 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	$1.47M	Buy	2,817 +446	+19%	+$223K	0.01%	554
2026 Q1	$1.1M	Sell	2,371 -65	-3%	-$31.5K	0.01%	563
2025 Q4	$1.17M	Buy	2,436 +25	+1%	+$11.8K	0.01%	542
2025 Q3	$1.12M	Buy	2,411 +1	+0%	+$451	0.01%	538
2025 Q2	$1.06M	Buy	2,410 +2	+0.1%	+$830	0.01%	527
2025 Q1	$1.01M	Sell	2,408 -97	-4%	-$42K	0.01%	507
2024 Q4	$1.07M	Buy	2,505 +252	+11%	+$109K	0.01%	490
2024 Q3	$953K	Sell	2,253 -36	-2%	-$14.6K	0.01%	425
2024 Q2	$895K	Sell	2,289 -287	-11%	-$111K	0.02%	410
2024 Q1	$1.02M	Buy	2,576 +1,750	+212%	+$674K	0.02%	394
2023 Q4	$311K	Buy	826 +123	+17%	+$43K	0.01%	464
2023 Q3	$235K	Buy	703 +100	+17%	+$34.7K	0.01%	525
2023 Q2	$207K	Buy	+603	New	+$203K	0.01%	476
2020 Q4	–	Sell	-8,980	Closed	-$2.49M	–	480
2020 Q3	$2.49M	Sell	8,980 -300	-3%	-$82K	0.13%	101
2020 Q2	$2.39M	Buy	9,280 +260	+3%	+$63.9K	0.15%	96
2020 Q1	$1.98M	Buy	9,020 +4,673	+107%	+$1.24M	0.17%	104
2019 Q4	$1.24M	Sell	4,347 -452	-9%	-$125K	0.09%	164
2019 Q3	$1.29M	Sell	4,799 -201	-4%	-$53.6K	0.07%	168
2019 Q2	$1.33M	Buy	+5,000	New	+$1.31M	0.19%	108

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

Aptus Capital Advisors's DIA Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 19% in Q2 2026, buying an estimated $223K and bringing the position to 2,817 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #554.

Aptus Capital Advisors first reported a position in DIA in Q2 2019 and has held it in 19 quarters since. The position peaked at $2.49M in Q3 2020. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Aptus Capital Advisors held 2,817 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.47M as of Q2 2026.
Aptus Capital Advisors bought 446 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $223K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #554 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and has held it in 19 quarters since.
Aptus Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.49M in Q3 2020.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.