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

Beacon Pointe 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 		$10.5M Sell
20,082
-280
-1% -$140K 0.05% 330
2026
Q1 		$9.43M Buy
20,362
+2,063
+11% +$999K 0.05% 332
2025
Q4 		$8.79M Buy
18,299
+569
+3% +$269K 0.06% 276
2025
Q3 		$8.22M Sell
17,730
-919
-5% -$414K 0.07% 259
2025
Q2 		$8.22M Buy
18,649
+998
+6% +$414K 0.09% 208
2025
Q1 		$7.41M Buy
17,651
+17
+0.1% +$7.35K 0.08% 215
2024
Q4 		$7.5M Buy
17,634
+249
+1% +$108K 0.08% 204
2024
Q3 		$7.36M Sell
17,385
-2,181
-11% -$886K 0.08% 210
2024
Q2 		$7.65M Sell
19,566
-400
-2% -$155K 0.09% 197
2024
Q1 		$7.94M Buy
19,966
+1,120
+6% +$431K 0.09% 205
2023
Q4 		$7.1M Buy
18,846
+8,710
+86% +$3.04M 0.08% 215
2023
Q3 		$3.4M Buy
10,136
+4,381
+76% +$1.52M 0.04% 348
2023
Q2 		$1.98M Sell
5,755
-2,008
-26% -$676K 0.03% 379
2023
Q1 		$2.58M Buy
7,763
+1,083
+16% +$360K 0.04% 338
2022
Q4 		$2.21M Buy
6,680
+347
+5% +$113K 0.04% 342
2022
Q3 		$1.82M Buy
6,333
+46
+0.7% +$14.6K 0.04% 337
2022
Q2 		$1.93M Sell
6,287
-395
-6% -$129K 0.04% 335
2022
Q1 		$2.32M Buy
6,682
+4,717
+240% +$1.64M 0.03% 416
2021
Q4 		$714K Sell
1,965
-3,061
-61% -$1.09M 0.02% 456
2021
Q3 		$1.7M Buy
5,026
+3,011
+149% +$1.05M 0.04% 304
2021
Q2 		$695K Buy
2,015
+50
+3% +$17.1K 0.02% 405
2021
Q1 		$648K Hold
1,965
– – 0.04% 259
2020
Q4 		$600K Buy
1,965
+1
+0.1% +$291 0.04% 250
2020
Q3 		$545K Sell
1,964
-1
-0.1% -$273 0.05% 220
2020
Q2 		$507K Sell
1,965
-487
-20% -$120K 0.05% 228
2020
Q1 		$537K Buy
+2,452
New +$651K 0.09% 171

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.4% in Q2 2026, selling an estimated $140K and leaving 20,082 shares worth $10.5M. The position accounts for 0.05% of the portfolio, ranked #330.

Beacon Pointe Advisors first reported a position in DIA in Q1 2020 and has held it in 26 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Beacon Pointe Advisors held 20,082 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $10.5M as of Q2 2026.
  • Beacon Pointe Advisors sold 280 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $140K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #330 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.