Biltmore Family Office’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Biltmore Family Office’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	$314K	Hold	600	–	–	0.04%	203
2026 Q1	$279K	Hold	600	–	–	0.04%	212
2025 Q4	$289K	Hold	600	–	–	0.04%	197
2025 Q3	$279K	Hold	600	–	–	0.04%	187
2025 Q2	$265K	Hold	600	–	–	0.04%	180
2025 Q1	$252K	Hold	600	–	–	0.04%	183
2024 Q4	$256K	Hold	600	–	–	0.04%	183
2024 Q3	$255K	Hold	600	–	–	0.04%	184
2024 Q2	$235K	Hold	600	–	–	0.04%	173
2024 Q1	$239K	Hold	600	–	–	0.05%	171
2023 Q4	$227K	Hold	600	–	–	0.05%	178
2023 Q3	$202K	Hold	600	–	–	0.05%	179
2023 Q2	$207K	Hold	600	–	–	0.04%	175
2023 Q1	$200K	Buy	+600	New	+$199K	0.04%	219
2022 Q2	–	Sell	-600	Closed	-$209K	–	214
2022 Q1	$209K	Hold	600	–	–	0.04%	168
2021 Q4	$218K	Buy	+600	New	+$213K	0.04%	186

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

Biltmore Family Office's DIA Position: Q2 2026 in Review

Biltmore Family Office held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 600 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #203.

Biltmore Family Office first reported a position in DIA in Q4 2021 and has held it in 16 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Biltmore Family Office held 600 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $314K as of Q2 2026.
Biltmore Family Office left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Biltmore Family Office's portfolio in Q2 2026, its #203 holding.
Biltmore Family Office first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 16 quarters since.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.