Baltimore-Washington Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Baltimore-Washington Financial 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	$279K	Hold	533	–	–	0.01%	176
2026 Q1	$247K	Hold	533	–	–	0.01%	169
2025 Q4	$256K	Sell	533 -23	-4%	-$10.9K	0.01%	167
2025 Q3	$258K	Hold	556	–	–	0.01%	155
2025 Q2	$245K	Sell	556 -1,359	-71%	-$564K	0.01%	151
2025 Q1	$804K	Buy	+1,915	New	+$828K	0.04%	92
2014 Q3	–	Sell	-50	Closed	-$8K	–	296
2014 Q2	$8K	Hold	50	–	–	﹤0.01%	242
2014 Q1	$8K	Hold	50	–	–	﹤0.01%	206
2013 Q4	$8K	Hold	50	–	–	﹤0.01%	241
2013 Q3	$8K	Hold	50	–	–	﹤0.01%	186
2013 Q2	$7K	Buy	+50	New	+$7.47K	﹤0.01%	159

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

Baltimore-Washington Financial Advisors's DIA Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 533 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #176.

Baltimore-Washington Financial Advisors first reported a position in DIA in Q2 2013 and has held it in 11 quarters since. The position peaked at $804K in Q1 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Baltimore-Washington Financial Advisors held 533 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $279K as of Q2 2026.
Baltimore-Washington Financial 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 Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #176 holding.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 11 quarters since.
Baltimore-Washington Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $804K in Q1 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.