Beaumont Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.76M | Buy |
3,366
+322
| +11% | +$161K | 0.11% | 115 |
|
|
2026
Q1 | $1.41M | Buy |
3,044
+227
| +8% | +$110K | 0.1% | 134 |
|
|
2025
Q4 | $1.35M | Buy |
2,817
+179
| +7% | +$84.7K | 0.09% | 133 |
|
|
2025
Q3 | $1.22M | Hold |
2,638
| – | – | 0.08% | 146 |
|
|
2025
Q2 | $1.16M | Sell |
2,638
-79
| -3% | -$32.8K | 0.08% | 136 |
|
|
2025
Q1 | $1.14M | Buy |
2,717
+170
| +7% | +$73.5K | 0.09% | 132 |
|
|
2024
Q4 | $1.08M | Buy |
2,547
+3
| +0.1% | +$1.3K | 0.08% | 141 |
|
|
2024
Q3 | $1.08M | Buy |
2,544
+56
| +2% | +$22.8K | 0.08% | 136 |
|
|
2024
Q2 | $973K | Buy |
2,488
+30
| +1% | +$11.6K | 0.08% | 148 |
|
|
2024
Q1 | $978K | Buy |
2,458
+476
| +24% | +$183K | 0.08% | 148 |
|
|
2023
Q4 | $747K | Buy |
1,982
+235
| +13% | +$82.1K | 0.07% | 161 |
|
|
2023
Q3 | $585K | Buy |
1,747
+139
| +9% | +$48.2K | 0.06% | 165 |
|
|
2023
Q2 | $553K | Buy |
1,608
+100
| +7% | +$33.7K | 0.05% | 179 |
|
|
2023
Q1 | $502K | Sell |
1,508
-970
| -39% | -$322K | 0.05% | 173 |
|
|
2022
Q4 | $821K | Buy |
2,478
+221
| +10% | +$71.8K | 0.08% | 140 |
|
|
2022
Q3 | $648K | Hold |
2,257
| – | – | 0.06% | 150 |
|
|
2022
Q2 | $695K | Buy |
2,257
+16
| +0.7% | +$5.23K | 0.06% | 152 |
|
|
2022
Q1 | $777K | Sell |
2,241
-25
| -1% | -$8.67K | 0.06% | 169 |
|
|
2021
Q4 | $823K | Buy |
2,266
+80
| +4% | +$28.4K | 0.06% | 161 |
|
|
2021
Q3 | $740K | Buy |
2,186
+200
| +10% | +$69.9K | 0.06% | 166 |
|
|
2021
Q2 | $685K | Hold |
1,986
| – | – | 0.05% | 175 |
|
|
2021
Q1 | $656K | Buy |
1,986
+25
| +1% | +$7.89K | 0.06% | 172 |
|
|
2020
Q4 | $600K | Sell |
1,961
-70
| -3% | -$20.4K | 0.05% | 180 |
|
|
2020
Q3 | $564K | Hold |
2,031
| – | – | 0.05% | 187 |
|
|
2020
Q2 | $524K | Hold |
2,031
| – | – | 0.05% | 177 |
|
|
2020
Q1 | $445K | Sell |
2,031
-165
| -8% | -$43.8K | 0.06% | 152 |
|
|
2019
Q4 | $626K | Buy |
2,196
+30
| +1% | +$8.27K | 0.06% | 162 |
|
|
2019
Q3 | $583K | Hold |
2,166
| – | – | 0.06% | 156 |
|
|
2019
Q2 | $576K | Buy |
2,166
+145
| +7% | +$37.9K | 0.06% | 143 |
|
|
2019
Q1 | $524K | Buy |
2,021
+250
| +14% | +$62.9K | 0.06% | 148 |
|
|
2018
Q4 | $413K | Buy |
1,771
+486
| +38% | +$121K | 0.07% | 137 |
|
|
2018
Q3 | $340K | Hold |
1,285
| – | – | 0.03% | 173 |
|
|
2018
Q2 | $312K | Hold |
1,285
| – | – | 0.03% | 162 |
|
|
2018
Q1 | $310K | Hold |
1,285
| – | – | 0.03% | 168 |
|
|
2017
Q4 | $318K | Hold |
1,285
| – | – | 0.04% | 145 |
|
|
2017
Q3 | $288K | Hold |
1,285
| – | – | 0.04% | 147 |
|
|
2017
Q2 | $274K | Hold |
1,285
| – | – | 0.04% | 153 |
|
|
2017
Q1 | $265K | Buy |
1,285
+80
| +7% | +$16.3K | 0.04% | 157 |
|
|
2016
Q4 | $238K | Sell |
1,205
-80
| -6% | -$15.1K | 0.04% | 138 |
|
|
2016
Q3 | $235K | Hold |
1,285
| – | – | 0.04% | 130 |
|
|
2016
Q2 | $230K | Buy |
+1,285
| New | +$228K | 0.04% | 128 |
|
|
2016
Q1 | – | Sell |
-1,285
| Closed | -$224K | – | 135 |
|
|
2015
Q4 | $224K | Buy |
+1,285
| New | +$224K | 0.04% | 111 |
|
Other funds holding DIA
Beaumont Financial Advisors's DIA Position: Q2 2026 in Review
Beaumont Financial Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 11% in Q2 2026, buying an estimated $161K and bringing the position to 3,366 shares worth $1.76M. The position accounts for 0.11% of the portfolio, ranked #115.
Beaumont Financial Advisors first reported a position in DIA in Q4 2015 and has held it in 42 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.
- Beaumont Financial Advisors held 3,366 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.76M as of Q2 2026.
- Beaumont Financial Advisors bought 322 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $161K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Beaumont Financial Advisors's portfolio in Q2 2026, its #115 holding.
- Beaumont Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 42 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 Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.