Black Diamond Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Black Diamond Financial’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	$626K	Sell	1,199 -500	-29%	-$250K	0.06%	104
2026 Q1	$787K	Buy	1,699 +1,067	+169%	+$517K	0.09%	86
2025 Q4	$304K	Buy	632 +3	+0.5%	+$1.42K	0.03%	137
2025 Q3	$292K	Buy	629 +2	+0.3%	+$901	0.03%	127
2025 Q2	$276K	Buy	627 +2	+0.3%	+$830	0.04%	110
2025 Q1	$262K	Buy	625 +3	+0.5%	+$1.3K	0.04%	124
2024 Q4	$265K	Buy	622 +3	+0.5%	+$1.3K	0.04%	120
2024 Q3	$262K	Buy	619 +1	+0.2%	+$406	0.04%	117
2024 Q2	$242K	Sell	618 -2	-0.3%	-$776	0.05%	121
2024 Q1	$234K	Hold	620	–	–	0.06%	98
2023 Q4	$234K	Buy	620 +3	+0.5%	+$1.05K	0.06%	98
2023 Q3	$207K	Buy	617 +3	+0.5%	+$1.04K	0.06%	102
2023 Q2	$211K	Buy	614 +3	+0.5%	+$1.01K	0.06%	101
2023 Q1	$203K	Buy	611 +3	+0.5%	+$997	0.07%	110
2022 Q4	$201K	Buy	+608	New	+$198K	0.07%	105

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

Black Diamond Financial's DIA Position: Q2 2026 in Review

Black Diamond Financial reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 29% in Q2 2026, selling an estimated $250K and leaving 1,199 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #104.

Black Diamond Financial first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $787K in Q1 2026. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Black Diamond Financial held 1,199 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $626K as of Q2 2026.
Black Diamond Financial sold 500 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $250K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Black Diamond Financial's portfolio in Q2 2026, its #104 holding.
Black Diamond Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
Black Diamond Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $787K in Q1 2026.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.