Basepoint Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Basepoint Wealth’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	$266K	Hold	509	–	–	0.15%	87
2026 Q1	$236K	Buy	509 +1	+0.2%	+$484	0.13%	91
2025 Q4	$244K	Hold	508	–	–	0.15%	83
2025 Q3	$236K	Hold	508	–	–	0.17%	91
2025 Q2	$224K	Hold	508	–	–	0.17%	91
2025 Q1	$213K	Hold	508	–	–	0.17%	94
2024 Q4	$216K	Hold	508	–	–	0.17%	98
2024 Q3	$215K	Buy	+508	New	+$206K	0.16%	101

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

Basepoint Wealth's DIA Position: Q2 2026 in Review

Basepoint Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 509 shares worth $266K. The position accounts for 0.15% of the portfolio, ranked #87.

Basepoint Wealth first reported a position in DIA in Q3 2024 and has held it in 8 quarters since. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Basepoint Wealth held 509 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $266K as of Q2 2026.
Basepoint Wealth 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 0.15% of Basepoint Wealth's portfolio in Q2 2026, its #87 holding.
Basepoint Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 8 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.