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

Birch Capital 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	$110K	Buy	210 +51	+32%	+$25.5K	0.05%	66
2026 Q1	$73.6K	Buy	159 +28	+21%	+$13.6K	0.04%	68
2025 Q4	$63K	Buy	131 +5	+4%	+$2.37K	0.03%	71
2025 Q3	$58.4K	Hold	126	–	–	0.03%	71
2025 Q2	$55.5K	Hold	126	–	–	0.03%	72
2025 Q1	$52.9K	Buy	+126	New	+$54.5K	0.03%	73

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

Birch Capital Management's DIA Position: Q2 2026 in Review

Birch Capital Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 32% in Q2 2026, buying an estimated $25.5K and bringing the position to 210 shares worth $110K. The position accounts for 0.05% of the portfolio, ranked #66.

Birch Capital 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.

Birch Capital Management held 210 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $110K as of Q2 2026.
Birch Capital Management bought 51 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $25.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Birch Capital Management's portfolio in Q2 2026, its #66 holding.
Birch Capital 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 Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.