Autumn Glory Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Autumn Glory Partners’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	$3.95M	Sell	7,554 -34	-0.4%	-$17K	1.12%	21
2026 Q1	$3.51M	Hold	7,588	–	–	1.29%	15
2025 Q4	$3.65M	Sell	7,588 -5	-0.1%	-$2.37K	1.28%	15
2025 Q3	$3.52M	Sell	7,593 -13	-0.2%	-$5.86K	1.45%	14
2025 Q2	$3.35M	Sell	7,606 -151	-2%	-$62.7K	1.57%	13
2025 Q1	$3.26M	Hold	7,757	–	–	1.62%	9
2024 Q4	$3.3M	Hold	7,757	–	–	1.62%	13
2024 Q3	$3.28M	Sell	7,757 -46	-0.6%	-$18.7K	1.26%	18
2024 Q2	$3.05M	Hold	7,803	–	–	1.56%	13
2024 Q1	$3.1M	Hold	7,803	–	–	1.52%	14
2023 Q4	$2.92M	Sell	7,803 -420	-5%	-$147K	1.66%	12
2023 Q3	$2.75M	Buy	8,223 +1,449	+21%	+$503K	1.68%	12
2023 Q2	$2.33M	Sell	6,774 -1,449	-18%	-$488K	1.71%	13
2023 Q1	$2.74M	Sell	8,223 -70	-0.8%	-$23.3K	2.34%	9
2022 Q4	$2.75M	Buy	8,293 +92	+1%	+$29.9K	1.47%	16
2022 Q3	$2.36M	Hold	8,201	–	–	1.59%	14
2022 Q2	$2.52M	Buy	8,201 +269	+3%	+$88K	1.86%	13
2022 Q1	$2.75M	Hold	7,932	–	–	1.6%	12
2021 Q4	$2.88M	Buy	+7,932	New	+$2.82M	1.2%	22

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

Autumn Glory Partners's DIA Position: Q2 2026 in Review

Autumn Glory Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.45% in Q2 2026, selling an estimated $17K and leaving 7,554 shares worth $3.95M. The position accounts for 1.12% of the portfolio, ranked #21.

Autumn Glory Partners first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Autumn Glory Partners held 7,554 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.95M as of Q2 2026.
Autumn Glory Partners sold 34 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $17K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.12% of Autumn Glory Partners's portfolio in Q2 2026, its #21 holding.
Autumn Glory Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 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 Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.