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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
2024
Q3 		– Sell
-1,600
Closed -$626K – 1247
2024
Q2 		$626K Sell
1,600
-800
-33% -$311K 0.01% 803
2024
Q1 		$955K Buy
+2,400
New +$925K 0.01% 701

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. 1,452 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.
  • 1,452 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.