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

Beacon Investment 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	$325K	Buy	621 +1	+0.2%	+$499	0.1%	148
2026 Q1	$287K	Buy	620 +2	+0.3%	+$969	0.11%	146
2025 Q4	$297K	Buy	618 +2	+0.3%	+$946	0.12%	135
2025 Q3	$286K	Buy	616 +3	+0.5%	+$1.35K	0.12%	139
2025 Q2	$269K	Buy	613 +2	+0.3%	+$830	0.12%	140
2025 Q1	$257K	Buy	611 +3	+0.5%	+$1.3K	0.12%	140
2024 Q4	$259K	Buy	608 +2	+0.3%	+$866	0.12%	136
2024 Q3	$257K	Buy	606 +2	+0.3%	+$813	0.12%	138
2024 Q2	$236K	Buy	604 +2	+0.3%	+$776	0.12%	137
2024 Q1	$239K	Buy	602 +3	+0.5%	+$1.16K	0.14%	118
2023 Q4	$226K	Buy	+599	New	+$209K	0.14%	115
2023 Q3	–	Sell	-593	Closed	-$204K	–	126
2023 Q2	$204K	Buy	+593	New	+$200K	0.14%	120

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

Beacon Investment Advisors's DIA Position: Q2 2026 in Review

Beacon Investment Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.16% in Q2 2026, buying an estimated $499 and bringing the position to 621 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #148.

Beacon Investment Advisors first reported a position in DIA in Q2 2023 and has held it in 12 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Beacon Investment Advisors held 621 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $325K as of Q2 2026.
Beacon Investment Advisors bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Beacon Investment Advisors's portfolio in Q2 2026, its #148 holding.
Beacon Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 12 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.