Bessemer Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bessemer Group’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	$9.23M	Sell	17,665 -4,985	-22%	-$2.49M	0.01%	417
2026 Q1	$10.5M	Buy	22,650 +4,991	+28%	+$2.42M	0.02%	341
2025 Q4	$8.49M	Buy	17,659 +16,567	+1,517%	+$7.84M	0.01%	351
2025 Q3	$507K	Buy	1,092 +228	+26%	+$103K	﹤0.01%	851
2025 Q2	$381K	Sell	864 -450	-34%	-$187K	﹤0.01%	911
2025 Q1	$552K	Buy	1,314 +70	+6%	+$30.3K	﹤0.01%	846
2024 Q4	$529K	Buy	1,244 +524	+73%	+$227K	﹤0.01%	873
2024 Q3	$305K	Hold	720	–	–	﹤0.01%	1023
2024 Q2	$282K	Hold	720	–	–	﹤0.01%	926
2024 Q1	$286K	Sell	720 -7	-1%	-$2.7K	﹤0.01%	933
2023 Q4	$274K	Sell	727 -3,671	-83%	-$1.28M	﹤0.01%	967
2023 Q3	$1.47M	Hold	4,398	–	–	﹤0.01%	537
2023 Q2	$1.51M	Sell	4,398 -4	-0.1%	-$1.35K	﹤0.01%	545
2023 Q1	$1.46M	Buy	4,402 +4	+0.1%	+$1.33K	﹤0.01%	514
2022 Q4	$1.46M	Sell	4,398 -389	-8%	-$126K	﹤0.01%	504
2022 Q3	$1.38M	Hold	4,787	–	–	﹤0.01%	523
2022 Q2	$1.47M	Hold	4,787	–	–	﹤0.01%	504
2022 Q1	$1.66M	Hold	4,787	–	–	﹤0.01%	389
2021 Q4	$1.74M	Hold	4,787	–	–	﹤0.01%	365
2021 Q3	$1.62M	Hold	4,787	–	–	﹤0.01%	341
2021 Q2	$1.65M	Buy	4,787 +389	+9%	+$133K	﹤0.01%	344
2021 Q1	$1.45M	Buy	4,398 +1,325	+43%	+$418K	﹤0.01%	361
2020 Q4	$940K	Sell	3,073 -7,091	-70%	-$2.06M	﹤0.01%	410
2020 Q3	$2.82M	Hold	10,164	–	–	0.01%	293
2020 Q2	$2.62M	Sell	10,164 -6,877	-40%	-$1.69M	0.01%	416
2020 Q1	$3.74M	Sell	17,041 -10,050	-37%	-$2.67M	0.02%	317
2019 Q4	$7.72M	Buy	27,091 +190	+0.7%	+$52.3K	0.03%	271
2019 Q3	$7.24M	Buy	26,901 +2,064	+8%	+$551K	0.03%	247
2019 Q2	$6.6M	Sell	24,837 -75	-0.3%	-$19.6K	0.02%	265
2019 Q1	$6.46M	Buy	24,912 +19,698	+378%	+$4.95M	0.02%	227
2018 Q4	$1.22M	Sell	5,214 -22,015	-81%	-$5.49M	0.01%	524
2018 Q3	$7.2M	Sell	27,229 -3,072	-10%	-$786K	0.03%	222
2018 Q2	$7.36M	Sell	30,301 -1,177	-4%	-$289K	0.03%	222
2018 Q1	$7.6M	Hold	31,478	–	–	0.03%	232
2017 Q4	$7.79M	Sell	31,478 -50,504	-62%	-$12M	0.03%	235
2017 Q3	$18.3M	Buy	81,982 +49,826	+155%	+$10.9M	0.07%	160
2017 Q2	$6.86M	Sell	32,156 -1,380	-4%	-$290K	0.03%	253
2017 Q1	$6.92M	Sell	33,536 -193,500	-85%	-$39.5M	0.03%	280
2016 Q4	$44.8M	Buy	227,036 +20,000	+10%	+$3.77M	0.21%	129
2016 Q3	$37.8M	Buy	207,036 +74,243	+56%	+$13.6M	0.19%	132
2016 Q2	$23.8M	Buy	132,793 +118,220	+811%	+$21M	0.13%	149
2016 Q1	$2.57M	Buy	14,573 +375	+3%	+$62.5K	0.01%	363
2015 Q4	$2.47M	Hold	14,198	–	–	0.01%	389
2015 Q3	$2.31M	Buy	14,198 +225	+2%	+$38.4K	0.01%	382
2015 Q2	$2.46M	Sell	13,973 -460	-3%	-$82.8K	0.01%	367
2015 Q1	$2.56M	Buy	14,433 +338	+2%	+$60.1K	0.01%	346
2014 Q4	$2.51M	Sell	14,095 -2,936	-17%	-$509K	0.01%	329
2014 Q3	$2.9M	Sell	17,031 -3,646	-18%	-$617K	0.02%	310
2014 Q2	$3.47M	Sell	20,677 -627	-3%	-$104K	0.02%	271
2014 Q1	$3.5M	Buy	21,304 +3,725	+21%	+$602K	0.02%	248
2013 Q4	$2.91M	Hold	17,579	–	–	0.02%	272
2013 Q3	$2.65M	Sell	17,579 -261	-1%	-$39.8K	0.02%	264
2013 Q2	$2.65M	Buy	+17,840	New	+$2.66M	0.02%	255

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

Bessemer Group's DIA Position: Q2 2026 in Review

Bessemer Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 22% in Q2 2026, selling an estimated $2.49M and leaving 17,665 shares worth $9.23M. The position accounts for 0.01% of the portfolio, ranked #417.

Bessemer Group first reported a position in DIA in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.8M in Q4 2016. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Bessemer Group held 17,665 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.23M as of Q2 2026.
Bessemer Group sold 4,985 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.49M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Bessemer Group's portfolio in Q2 2026, its #417 holding.
Bessemer Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 53 quarters since.
Bessemer Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $44.8M in Q4 2016.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.