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

Blue Fin Capital’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	$269K	Hold	515	–	–	0.04%	150
2026 Q1	$239K	Hold	515	–	–	0.04%	148
2025 Q4	$247K	Hold	515	–	–	0.04%	143
2025 Q3	$239K	Hold	515	–	–	0.04%	140
2025 Q2	$227K	Sell	515 -15	-3%	-$6.22K	0.04%	139
2025 Q1	$223K	Hold	530	–	–	0.04%	135
2024 Q4	$226K	Sell	530 -22	-4%	-$9.52K	0.04%	130
2024 Q3	$234K	Sell	552 -13	-2%	-$5.28K	0.04%	135
2024 Q2	$221K	Sell	565 -27	-5%	-$10.5K	0.04%	141
2024 Q1	$235K	Sell	592 -34	-5%	-$13.1K	0.05%	135
2023 Q4	$236K	Hold	626	–	–	0.06%	129
2023 Q3	$210K	Sell	626 -169	-21%	-$58.6K	0.06%	127
2023 Q2	$273K	Hold	795	–	–	0.08%	119
2023 Q1	$263K	Hold	795	–	–	0.09%	116
2022 Q4	$263K	Hold	795	–	–	0.1%	114
2022 Q3	$228K	Sell	795 -25	-3%	-$7.95K	0.09%	115
2022 Q2	$252K	Hold	820	–	–	0.09%	117
2022 Q1	$284K	Hold	820	–	–	0.08%	114
2021 Q4	$297K	Sell	820 -10	-1%	-$3.55K	0.08%	114
2021 Q3	$280K	Hold	830	–	–	0.09%	111
2021 Q2	$286K	Hold	830	–	–	0.09%	110
2021 Q1	$274K	Buy	830 +54	+7%	+$17K	0.09%	105
2020 Q4	$237K	Sell	776 -265	-25%	-$77.1K	0.08%	111
2020 Q3	$288K	Sell	1,041 -138	-12%	-$37.7K	0.12%	97
2020 Q2	$304K	Sell	1,179 -281	-19%	-$69.1K	0.13%	93
2020 Q1	$320K	Sell	1,460 -76	-5%	-$20.2K	0.18%	91
2019 Q4	$437K	Hold	1,536	–	–	0.21%	95
2019 Q3	$413K	Sell	1,536 -29	-2%	-$7.74K	0.22%	95
2019 Q2	$416K	Sell	1,565 -60	-4%	-$15.7K	0.21%	97
2019 Q1	$421K	Sell	1,625 -25	-2%	-$6.29K	0.22%	96
2018 Q4	$384K	Hold	1,650	–	–	0.23%	93
2018 Q3	$436K	Hold	1,650	–	–	0.22%	93
2018 Q2	$400K	Hold	1,650	–	–	0.21%	94
2018 Q1	$398K	Sell	1,650 -50	-3%	-$12.6K	0.22%	93
2017 Q4	$421K	Sell	1,700 -144	-8%	-$34.1K	0.25%	94
2017 Q3	$412K	Sell	1,844 -56	-3%	-$12.3K	0.25%	90
2017 Q2	$405K	Hold	1,900	–	–	0.26%	90
2017 Q1	$392K	Buy	1,900 +30	+2%	+$6.12K	0.24%	94
2016 Q4	$369K	Buy	1,870 +318	+20%	+$60K	0.24%	97
2016 Q3	$284K	Sell	1,552 -50	-3%	-$9.18K	0.23%	99
2016 Q2	$287K	Sell	1,602 -145	-8%	-$25.7K	0.24%	97
2016 Q1	$309K	Sell	1,747 -398	-19%	-$66.3K	0.26%	93
2015 Q4	$373K	Buy	2,145 +254	+13%	+$44.4K	0.29%	90
2015 Q3	$308K	Hold	1,891	–	–	0.24%	100
2015 Q2	$332K	Sell	1,891 -17	-0.9%	-$3.06K	0.24%	104
2015 Q1	$339K	Buy	1,908 +105	+6%	+$18.7K	0.24%	105
2014 Q4	$321K	Buy	1,803 +116	+7%	+$20.1K	0.24%	103
2014 Q3	$287K	Hold	1,687	–	–	0.23%	105
2014 Q2	$283K	Sell	1,687 -37	-2%	-$6.13K	0.23%	100
2014 Q1	$283K	Sell	1,724 -10	-0.6%	-$1.62K	0.25%	98
2013 Q4	$287K	Buy	+1,734	New	+$272K	0.26%	99

Other funds holding DIA

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Blue Fin Capital's DIA Position: Q2 2026 in Review

Blue Fin Capital held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 515 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #150.

Blue Fin Capital first reported a position in DIA in Q4 2013 and has held it in 51 quarters since. The position peaked at $437K in Q4 2019. 812 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Blue Fin Capital held 515 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $269K as of Q2 2026.
Blue Fin Capital 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 Blue Fin Capital's portfolio in Q2 2026, its #150 holding.
Blue Fin Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and has held it in 51 quarters since.
Blue Fin Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $437K in Q4 2019.
812 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.