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Belpointe Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Belpointe Asset 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 		$596K Buy
1,141
+298
+35% +$149K 0.02% 662
2026
Q1 		$390K Sell
843
-91
-10% -$44.1K 0.01% 772
2025
Q4 		$449K Sell
934
-55
-6% -$26K 0.02% 690
2025
Q3 		$459K Hold
989
– – 0.02% 652
2025
Q2 		$436K Hold
989
– – 0.02% 620
2025
Q1 		$415K Sell
989
-8,025
-89% -$3.47M 0.02% 617
2024
Q4 		$3.75M Sell
9,014
-7,181
-44% -$3.11M 0.23% 88
2024
Q3 		$6.85M Buy
16,195
+15,290
+1,690% +$6.21M 0.41% 40
2024
Q2 		$354K Sell
905
-8,817
-91% -$3.42M 0.02% 539
2024
Q1 		$3.87M Buy
9,722
+7,264
+296% +$2.8M 0.29% 63
2023
Q4 		$926K Sell
2,458
-104
-4% -$36.3K 0.08% 227
2023
Q3 		$858K Sell
2,562
-8,465
-77% -$2.94M 0.09% 219
2023
Q2 		$3.79M Buy
11,027
+8,988
+441% +$3.02M 0.4% 46
2023
Q1 		$678K Sell
2,039
-8,135
-80% -$2.7M 0.04% 443
2022
Q4 		$3.21M Sell
10,174
-1,668
-14% -$542K 0.19% 94
2022
Q3 		$3.4M Sell
11,842
-1,422
-11% -$452K 0.23% 82
2022
Q2 		$3.93M Buy
13,264
+108
+0.8% +$35.3K 0.26% 70
2022
Q1 		$4.56M Buy
13,156
+1,543
+13% +$535K 0.28% 60
2021
Q4 		$4.22M Buy
11,613
+1,586
+16% +$563K 0.26% 82
2021
Q3 		$3.39M Buy
10,027
+2,567
+34% +$897K 0.23% 87
2021
Q2 		$2.57M Buy
7,460
+3,327
+80% +$1.14M 0.19% 119
2021
Q1 		$1.36M Sell
4,133
-4,327
-51% -$1.37M 0.12% 189
2020
Q4 		$2.59M Buy
8,460
+8,097
+2,231% +$2.36M 0.23% 93
2020
Q3 		$101K Buy
+363
New +$99.2K 0.01% 769
2020
Q2 		– Sell
-9,681
Closed -$2.12M – 740
2020
Q1 		$2.12M Buy
9,681
+6,128
+172% +$1.63M 0.37% 59
2019
Q4 		$1.01M Buy
3,553
+244
+7% +$67.2K 0.13% 178
2019
Q3 		$891K Sell
3,309
-120
-3% -$32K 0.14% 159
2019
Q2 		$912K Buy
3,429
+613
+22% +$160K 0.18% 126
2019
Q1 		$730K Buy
2,816
+14
+0.5% +$3.52K 0.14% 118
2018
Q4 		$653K Sell
2,802
-214
-7% -$53.4K 0.17% 135
2018
Q3 		$797K Buy
+3,016
New +$772K 0.13% 165
2018
Q1 		– Sell
-1,002
Closed -$248K – 377
2017
Q4 		$248K Buy
+1,002
New +$237K 0.05% 378

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Belpointe Asset Management's DIA Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 35% in Q2 2026, buying an estimated $149K and bringing the position to 1,141 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #662.

Belpointe Asset Management first reported a position in DIA in Q4 2017 and has held it in 32 quarters since. The position peaked at $6.85M in Q3 2024. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Belpointe Asset Management held 1,141 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $596K as of Q2 2026.
  • Belpointe Asset Management bought 298 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $149K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #662 holding.
  • Belpointe Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 32 quarters since.
  • Belpointe Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.85M in Q3 2024.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.