Bluesphere Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bluesphere Advisors’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	$530K	Hold	1,015	–	–	0.16%	67
2026 Q1	$470K	Hold	1,015	–	–	0.17%	64
2025 Q4	$488K	Sell	1,015 -25	-2%	-$11.8K	0.22%	58
2025 Q3	$482K	Hold	1,040	–	–	0.22%	56
2025 Q2	$458K	Hold	1,040	–	–	0.23%	53
2025 Q1	$437K	Sell	1,040 -250	-19%	-$108K	0.25%	50
2024 Q4	$549K	Hold	1,290	–	–	0.27%	51
2024 Q3	$546K	Hold	1,290	–	–	0.27%	50
2024 Q2	$505K	Hold	1,290	–	–	0.26%	51
2024 Q1	$513K	Sell	1,290 -130	-9%	-$50.1K	0.28%	46
2023 Q4	$535K	Buy	1,420 +535	+60%	+$187K	0.33%	44
2023 Q3	$296K	Hold	885	–	–	0.21%	63
2023 Q2	$304K	Hold	885	–	–	0.21%	62
2023 Q1	$294K	Hold	885	–	–	0.24%	59
2022 Q4	$293K	Hold	885	–	–	0.26%	61
2022 Q3	$254K	Hold	885	–	–	0.25%	61
2022 Q2	$272K	Hold	885	–	–	0.26%	63
2022 Q1	$307K	Hold	885	–	–	0.26%	66
2021 Q4	$322K	Hold	885	–	–	0.27%	65
2021 Q3	$299K	Hold	885	–	–	0.29%	58
2021 Q2	$305K	Hold	885	–	–	0.27%	61
2021 Q1	$292K	Buy	885 +175	+25%	+$55.2K	0.26%	66
2020 Q4	$217K	Buy	+710	New	+$207K	0.23%	78

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

Bluesphere Advisors's DIA Position: Q2 2026 in Review

Bluesphere Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,015 shares worth $530K. The position accounts for 0.16% of the portfolio, ranked #67.

Bluesphere Advisors first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. The position peaked at $549K in Q4 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Bluesphere Advisors held 1,015 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $530K as of Q2 2026.
Bluesphere Advisors 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 0.16% of Bluesphere Advisors's portfolio in Q2 2026, its #67 holding.
Bluesphere Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
Bluesphere Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $549K in Q4 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.