Burk Holdings’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Burk Holdings’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	$201K	Sell	385 -19	-5%	-$9.49K	0.07%	76
2026 Q1	$187K	Sell	404 -39	-9%	-$18.9K	0.08%	76
2025 Q4	$213K	Sell	443 -19	-4%	-$8.99K	0.1%	74
2025 Q3	$214K	Sell	462 -21	-4%	-$9.46K	0.11%	69
2025 Q2	$213K	Sell	483 -21	-4%	-$8.71K	0.13%	58
2025 Q1	$212K	Sell	504 -60	-11%	-$25.9K	0.16%	56
2024 Q4	$240K	Buy	+564	New	+$244K	0.19%	52

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

Burk Holdings's DIA Position: Q2 2026 in Review

Burk Holdings reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.7% in Q2 2026, selling an estimated $9.49K and leaving 385 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #76.

Burk Holdings first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $240K in Q4 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Burk Holdings held 385 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $201K as of Q2 2026.
Burk Holdings sold 19 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $9.49K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Burk Holdings's portfolio in Q2 2026, its #76 holding.
Burk Holdings first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Burk Holdings's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $240K 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 Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.