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 Q3	$107K	Hold	210	–	–	0.05%	65
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%	+$2.36K	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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Birch Capital Management's DIA Position: Q3 2026 in Review

Birch Capital Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 210 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #65.

Birch Capital Management first reported a position in DIA in Q1 2025 and has held it in 7 quarters since. The position peaked at $110K in Q2 2026. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Birch Capital Management held 210 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $107K as of Q3 2026.
Birch Capital Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Birch Capital Management's portfolio in Q3 2026, its #65 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 7 quarters since.
Birch Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $110K in Q2 2026.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.