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

Atlas Legacy 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	$784K	Buy	1,500 +14	+0.9%	+$6.99K	0.12%	114
2026 Q1	$688K	Buy	1,486 +743	+100%	+$360K	0.13%	109
2025 Q4	$357K	Hold	743	–	–	0.06%	156
2025 Q3	$345K	Hold	743	–	–	0.07%	154
2025 Q2	$327K	Hold	743	–	–	0.07%	142
2025 Q1	$312K	Hold	743	–	–	0.08%	144
2024 Q4	$316K	Buy	+743	New	+$322K	0.08%	136

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 Legacy Advisors's DIA Position: Q2 2026 in Review

Atlas Legacy Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.94% in Q2 2026, buying an estimated $6.99K and bringing the position to 1,500 shares worth $784K. The position accounts for 0.12% of the portfolio, ranked #114.

Atlas Legacy Advisors first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Atlas Legacy Advisors held 1,500 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $784K as of Q2 2026.
Atlas Legacy Advisors bought 14 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $6.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Atlas Legacy Advisors's portfolio in Q2 2026, its #114 holding.
Atlas Legacy Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 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 Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.