Callan Family Office’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Callan Family Office’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	$3.41M	Buy	6,531 +18	+0.3%	+$8.99K	0.07%	257
2026 Q1	$3.02M	Sell	6,513 -6,711	-51%	-$3.25M	0.07%	271
2025 Q4	$6.35M	Buy	13,224 +12,724	+2,545%	+$6.02M	0.14%	156
2025 Q3	$232K	Hold	500	–	–	0.01%	787
2025 Q2	$220K	Hold	500	–	–	0.01%	869
2025 Q1	$210K	Hold	500	–	–	0.02%	519
2024 Q4	$213K	Hold	500	–	–	0.01%	588
2024 Q3	$212K	Buy	+500	New	+$203K	0.04%	177

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

Callan Family Office's DIA Position: Q2 2026 in Review

Callan Family Office increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.28% in Q2 2026, buying an estimated $8.99K and bringing the position to 6,531 shares worth $3.41M. The position accounts for 0.07% of the portfolio, ranked #257.

Callan Family Office first reported a position in DIA in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.35M in Q4 2025. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Callan Family Office held 6,531 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.41M as of Q2 2026.
Callan Family Office bought 18 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $8.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Callan Family Office's portfolio in Q2 2026, its #257 holding.
Callan Family Office first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 8 quarters since.
Callan Family Office's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.35M in Q4 2025.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.