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

Bay Colony 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	$1.41M	Buy	2,696 +6	+0.2%	+$3K	0.16%	126
2026 Q1	$1.25M	Sell	2,690 -25	-0.9%	-$12.1K	0.15%	137
2025 Q4	$1.3M	Buy	2,715 +62	+2%	+$29.3K	0.16%	125
2025 Q3	$1.23M	Sell	2,653 -22	-0.8%	-$9.92K	0.15%	134
2025 Q2	$1.18M	Sell	2,675 -81	-3%	-$33.6K	0.16%	124
2025 Q1	$1.15M	Buy	2,756 +6	+0.2%	+$2.6K	0.17%	126
2024 Q4	$1.17M	Buy	2,750 +2	+0.1%	+$866	0.17%	123
2024 Q3	$1.16M	Buy	2,748 +102	+4%	+$41.4K	0.18%	132
2024 Q2	$1.04M	Buy	2,646 +54	+2%	+$21K	0.17%	127
2024 Q1	$1.03M	Buy	2,592 +17	+0.7%	+$6.55K	0.18%	124
2023 Q4	$970K	Sell	2,575 -1,333	-34%	-$466K	0.19%	121
2023 Q3	$1.31M	Buy	+3,908	New	+$1.36M	0.31%	76
2020 Q1	–	Sell	-984	Closed	-$287K	–	189
2019 Q4	$287K	Sell	984 -149	-13%	-$41.1K	0.19%	180
2019 Q3	$305K	Buy	1,133 +1	+0.1%	+$267	0.21%	171
2019 Q2	$301K	Buy	1,132 +16	+1%	+$4.18K	0.19%	142
2019 Q1	$287K	Hold	1,116	–	–	0.19%	147
2018 Q4	$260K	Sell	1,116 -464	-29%	-$116K	0.22%	121
2018 Q3	$418K	Buy	1,580 +20	+1%	+$5.12K	0.32%	95
2018 Q2	$379K	Buy	+1,560	New	+$383K	0.27%	94

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

Bay Colony Advisors's DIA Position: Q2 2026 in Review

Bay Colony Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.22% in Q2 2026, buying an estimated $3K and bringing the position to 2,696 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #126.

Bay Colony Advisors first reported a position in DIA in Q2 2018 and has held it in 19 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Bay Colony Advisors held 2,696 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.41M as of Q2 2026.
Bay Colony Advisors bought 6 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Bay Colony Advisors's portfolio in Q2 2026, its #126 holding.
Bay Colony Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2018 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 Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.