Cape Investment Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Cape Investment Advisory’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	$13.1K	Buy	+25	New	+$12.5K	﹤0.01%	798
2026 Q1	–	Sell	-25	Closed	-$12K	–	441
2025 Q4	$12K	Buy	+25	New	+$11.8K	﹤0.01%	715
2025 Q3	–	Sell	-23	Closed	-$10.1K	–	924
2025 Q2	$10.1K	Hold	23	–	–	﹤0.01%	635
2025 Q1	$9.66K	Buy	23 +14	+156%	+$6.05K	﹤0.01%	610
2024 Q4	$3.83K	Buy	9 +4	+80%	+$1.73K	﹤0.01%	796
2024 Q3	$2.12K	Sell	5 -10	-67%	-$4.06K	﹤0.01%	817
2024 Q2	$5.87K	Buy	15 +10	+200%	+$3.88K	﹤0.01%	627
2024 Q1	$1.99K	Hold	5	–	–	﹤0.01%	770
2023 Q4	$1.88K	Hold	5	–	–	﹤0.01%	933
2023 Q3	$1.68K	Hold	5	–	–	﹤0.01%	802
2023 Q2	$1.72K	Hold	5	–	–	﹤0.01%	789
2023 Q1	$1.66K	Buy	+5	New	+$1.66K	﹤0.01%	832

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

Cape Investment Advisory's DIA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 25 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DIA as recently as Q4 2025.

Cape Investment Advisory first reported a position in DIA in Q1 2023 and has held it in 12 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Cape Investment Advisory held 25 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $13.1K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Cape Investment Advisory position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #798 holding.
Cape Investment Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 12 quarters since.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.