Beese Fulmer Investment Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Beese Fulmer Investment Management’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	$289K	Buy	553 +1	+0.2%	+$499	0.02%	309
2026 Q1	$256K	Hold	552	–	–	0.02%	352
2025 Q4	$266K	Hold	552	–	–	0.02%	317
2025 Q3	$256K	Buy	552 +1	+0.2%	+$451	0.02%	255
2025 Q2	$243K	Buy	551 +21	+4%	+$8.71K	0.02%	258
2025 Q1	$223K	Buy	+530	New	+$229K	0.02%	228

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

Beese Fulmer Investment Management's DIA Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.18% in Q2 2026, buying an estimated $499 and bringing the position to 553 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #309.

Beese Fulmer Investment Management first reported a position in DIA in Q1 2025 and has held it in 6 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Beese Fulmer Investment Management held 553 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $289K as of Q2 2026.
Beese Fulmer Investment Management 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 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #309 holding.
Beese Fulmer Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 6 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 Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.