Calder Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Calder Financial’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	$219K	Sell	419 -11	-3%	-$5.49K	0.21%	41
2026 Q1	$200K	Buy	430 +13	+3%	+$6.3K	0.2%	39
2025 Q4	$200K	Buy	+417	New	+$197K	0.2%	39

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

Calder Financial's DIA Position: Q2 2026 in Review

Calder Financial reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.6% in Q2 2026, selling an estimated $5.49K and leaving 419 shares worth $219K. The position accounts for 0.21% of the portfolio, ranked #41.

Calder Financial first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,439 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Calder Financial held 419 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $219K as of Q2 2026.
Calder Financial sold 11 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $5.49K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.21% of Calder Financial's portfolio in Q2 2026, its #41 holding.
Calder Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,439 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Calder Financial's 13F filing for Q2 2026, filed 7 Jul 2026.