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

Berkshire Money 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	$107M	Sell	204,256 -889	-0.4%	-$444K	9.75%	2
2026 Q1	$95M	Sell	205,145 -1,429	-0.7%	-$692K	9.73%	2
2025 Q4	$99.3M	Buy	206,574 +5,766	+3%	+$2.73M	9.47%	2
2025 Q3	$93.1M	Buy	200,808 +19,888	+11%	+$8.96M	9.58%	2
2025 Q2	$79.7M	Buy	180,920 +36,091	+25%	+$15M	8.39%	2
2025 Q1	$60.8M	Sell	144,829 -1,751	-1%	-$757K	6.82%	3
2024 Q4	$62.4M	Buy	146,580 +887	+0.6%	+$384K	6.78%	3
2024 Q3	$61.6M	Sell	145,693 -422	-0.3%	-$171K	7.06%	5
2024 Q2	$57.1M	Sell	146,115 -50,527	-26%	-$19.6M	6.94%	5
2024 Q1	$78.2M	Sell	196,642 -4,149	-2%	-$1.6M	9.44%	2
2023 Q4	$75.7M	Buy	200,791 +2,227	+1%	+$778K	10.07%	3
2023 Q3	$66.5M	Buy	198,564 +6,094	+3%	+$2.11M	10.07%	3
2023 Q2	$66.2M	Sell	192,470 -98,411	-34%	-$33.1M	9.56%	3
2023 Q1	$96.8M	Sell	290,881 -46,865	-14%	-$15.6M	14.67%	1
2022 Q4	$112M	Sell	337,746 -4,463	-1%	-$1.45M	17.73%	1
2022 Q3	$98.3M	Buy	342,209 +25,960	+8%	+$8.25M	16.9%	1
2022 Q2	$97.3M	Sell	316,249 -34,303	-10%	-$11.2M	16.17%	2
2022 Q1	$122M	Buy	350,552 +57,800	+20%	+$20.1M	17.46%	2
2021 Q4	$106M	Buy	292,752 +13,130	+5%	+$4.67M	15.56%	3
2021 Q3	$94.6M	Buy	279,622 +36,214	+15%	+$12.6M	15.02%	3
2021 Q2	$84M	Buy	243,408 +27,400	+13%	+$9.35M	13.51%	3
2021 Q1	$71.3M	Sell	216,008 -1,411	-0.6%	-$445K	12.47%	3
2020 Q4	$66.5M	Buy	217,419 +49,842	+30%	+$14.5M	12.27%	4
2020 Q3	$46.5M	Sell	167,577 -108,232	-39%	-$29.6M	9.66%	5
2020 Q2	$71.1M	Buy	275,809 +274,882	+29,653%	+$67.6M	15.65%	1
2020 Q1	$203K	Sell	927 -81,697	-99%	-$21.7M	0.05%	37
2019 Q4	$23.6M	Buy	82,624 +3,212	+4%	+$885K	4.59%	9
2019 Q3	$21.4M	Sell	79,412 -3,834	-5%	-$1.02M	4.42%	9
2019 Q2	$22.1M	Sell	83,246 -180,979	-68%	-$47.2M	4.68%	9
2019 Q1	$68.5M	Buy	264,225 +15,649	+6%	+$3.94M	15.16%	2
2018 Q4	$58M	Sell	248,576 -9,144	-4%	-$2.28M	14.43%	2
2018 Q3	$68.1M	Buy	257,720 +2,593	+1%	+$664K	15.05%	3
2018 Q2	$62.4M	Sell	255,127 -2,561	-1%	-$629K	14.56%	3
2018 Q1	$62.2M	Buy	257,688 +49,023	+23%	+$12.3M	15.53%	3
2017 Q4	$51.6M	Buy	208,665 +3,133	+2%	+$742K	12.92%	3
2017 Q3	$48M	Buy	205,532 +28,946	+16%	+$6.33M	12.53%	3
2017 Q2	$37.7M	Buy	176,586 +6,305	+4%	+$1.32M	10.62%	4
2017 Q1	$35.1M	Sell	170,281 -1,616	-0.9%	-$330K	10.55%	4
2016 Q4	$34M	Buy	+171,897	New	+$32.4M	10.07%	4
2016 Q2	–	Sell	-1,173	Closed	-$207K	–	27
2016 Q1	$207K	Hold	1,173	–	–	0.06%	23
2015 Q4	$204K	Buy	+1,173	New	+$205K	0.06%	21
2015 Q3	–	Sell	-1,376	Closed	-$242K	–	19
2015 Q2	$242K	Sell	1,376 -1	-0.1%	-$180	0.07%	17
2015 Q1	$244K	Buy	+1,377	New	+$245K	0.07%	16
2014 Q1	–	Sell	-329,909	Closed	-$54.6M	–	16
2013 Q4	$54.6M	Sell	329,909 -22,879	-6%	-$3.6M	19.97%	1
2013 Q3	$47.3M	Buy	352,788 +130,116	+58%	+$19.9M	20.56%	1
2013 Q2	$33.1M	Buy	+222,672	New	+$33.3M	15.67%	2

Other funds holding DIA

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MAWCM

Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Berkshire Money Management's DIA Position: Q2 2026 in Review

Berkshire Money Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.43% in Q2 2026, selling an estimated $444K and leaving 204,256 shares worth $107M. The position accounts for 9.75% of the portfolio, ranked #2.

Berkshire Money Management first reported a position in DIA in Q2 2013 and has held it in 46 quarters since. The position peaked at $122M in Q1 2022. 440 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Berkshire Money Management held 204,256 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $107M as of Q2 2026.
Berkshire Money Management sold 889 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $444K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 9.75% of Berkshire Money Management's portfolio in Q2 2026, its #2 holding.
Berkshire Money Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 46 quarters since.
Berkshire Money Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $122M in Q1 2022.
440 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.