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

Blue Trust Inc’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	$377K	Sell	722 -26	-3%	-$13K	﹤0.01%	567
2026 Q1	$347K	Hold	748	–	–	﹤0.01%	599
2025 Q4	$359K	Sell	748 -40	-5%	-$18.9K	﹤0.01%	594
2025 Q3	$365K	Buy	788 +67	+9%	+$30.2K	﹤0.01%	603
2025 Q2	$318K	Buy	721 +20	+3%	+$8.3K	﹤0.01%	613
2025 Q1	$294K	Buy	701 +166	+31%	+$71.8K	﹤0.01%	573
2024 Q4	$228K	Sell	535 -252	-32%	-$109K	﹤0.01%	597
2024 Q3	$308K	Buy	787 +305	+63%	+$124K	﹤0.01%	661
2024 Q2	$192K	Hold	482	–	–	﹤0.01%	730
2024 Q1	$192K	Buy	482 +24	+5%	+$9.25K	﹤0.01%	523
2023 Q4	$153K	Sell	458 -467	-50%	-$163K	﹤0.01%	535
2023 Q3	$318K	Hold	925	–	–	﹤0.01%	331
2023 Q2	$308K	Hold	925	–	–	﹤0.01%	303
2023 Q1	$306K	Hold	925	–	–	0.01%	400
2022 Q4	$266K	Hold	925	–	–	﹤0.01%	380
2022 Q3	$285K	Sell	925 -26	-3%	-$8.27K	0.01%	284
2022 Q2	$330K	Buy	+951	New	+$311K	0.01%	246

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

Blue Trust Inc's DIA Position: Q2 2026 in Review

Blue Trust Inc reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.5% in Q2 2026, selling an estimated $13K and leaving 722 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Blue Trust Inc first reported a position in DIA in Q2 2022 and has held it in 17 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Blue Trust Inc held 722 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $377K as of Q2 2026.
Blue Trust Inc sold 26 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $13K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #567 holding.
Blue Trust Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 17 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.