Boston Research & Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Boston Research & 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 Q2	$850K	Hold	1,627	–	–	0.19%	74
2026 Q1	$754K	Sell	1,627 -425	-21%	-$206K	0.18%	74
2025 Q4	$986K	Sell	2,052 -360	-15%	-$170K	0.22%	71
2025 Q3	$1.12M	Hold	2,412	–	–	0.24%	72
2025 Q2	$1.06M	Sell	2,412 -955	-28%	-$396K	0.25%	71
2025 Q1	$1.41M	Hold	3,367	–	–	0.35%	66
2024 Q4	$1.43M	Hold	3,367	–	–	0.35%	65
2024 Q3	$1.42M	Buy	3,367 +7	+0.2%	+$2.84K	0.33%	66
2024 Q2	$1.31M	Hold	3,360	–	–	0.33%	69
2024 Q1	$1.34M	Hold	3,360	–	–	0.33%	67
2023 Q4	$1.27M	Buy	3,360 +2,650	+373%	+$926K	0.34%	67
2023 Q3	$237K	Hold	710	–	–	0.07%	103
2023 Q2	$244K	Buy	710 +40	+6%	+$13.5K	0.07%	102
2023 Q1	$222K	Hold	670	–	–	0.07%	106
2022 Q4	$221K	Buy	+670	New	+$218K	0.07%	104
2022 Q3	–	Sell	-670	Closed	-$206K	–	103
2022 Q2	$206K	Hold	670	–	–	0.07%	104
2022 Q1	$232K	Buy	+670	New	+$232K	0.07%	104

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

Boston Research & Management's DIA Position: Q2 2026 in Review

Boston Research & Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,627 shares worth $850K. The position accounts for 0.19% of the portfolio, ranked #74.

Boston Research & Management first reported a position in DIA in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.43M in Q4 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Boston Research & Management held 1,627 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $850K as of Q2 2026.
Boston Research & Management 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 0.19% of Boston Research & Management's portfolio in Q2 2026, its #74 holding.
Boston Research & Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 17 quarters since.
Boston Research & Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.43M 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 Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.