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

Atlas 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	$65.3K	Hold	125	–	–	0.01%	668
2026 Q1	$57.9K	Hold	125	–	–	0.01%	620
2025 Q4	$60.1K	Buy	+125	New	+$59.1K	0.01%	602
2025 Q2	$55.1K	Hold	125	–	–	0.01%	612
2025 Q1	$52.5K	Hold	125	–	–	0.01%	627
2024 Q4	$53.2K	Hold	125	–	–	0.01%	599
2024 Q3	$52.9K	Hold	125	–	–	0.01%	573
2024 Q2	$48.9K	Hold	125	–	–	0.01%	595
2024 Q1	$49.7K	Hold	125	–	–	0.01%	570
2023 Q4	$47.1K	Hold	125	–	–	0.01%	599
2023 Q3	$41.9K	Hold	125	–	–	0.01%	560
2023 Q2	$43K	Hold	125	–	–	0.01%	588
2023 Q1	$41.6K	Hold	125	–	–	0.01%	587
2022 Q4	$41.4K	Hold	125	–	–	0.01%	569
2022 Q3	$35.9K	Hold	125	–	–	0.01%	578
2022 Q2	$38.5K	Hold	125	–	–	0.01%	600
2022 Q1	$43.4K	Hold	125	–	–	0.01%	558
2021 Q4	$45.4K	Sell	125 -200	-62%	-$71.1K	0.01%	541
2021 Q3	$110K	Buy	+325	New	+$114K	0.02%	420

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

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

Atlas Capital Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 125 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #668.

Atlas Capital Advisors first reported a position in DIA in Q3 2021 and has held it in 19 quarters since. The position peaked at $110K in Q3 2021. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Atlas Capital Advisors held 125 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $65.3K as of Q2 2026.
Atlas Capital Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #668 holding.
Atlas Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 19 quarters since.
Atlas Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $110K in Q3 2021.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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