Capital Analysts LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $109K | Sell |
208
-48
| -19% | -$24K | ﹤0.01% | 816 |
|
|
2026
Q1 | $119K | Buy |
256
+1
| +0.4% | +$484 | ﹤0.01% | 752 |
|
|
2025
Q4 | $122K | Sell |
255
-60
| -19% | -$28.4K | ﹤0.01% | 725 |
|
|
2025
Q3 | $146K | Sell |
315
-23
| -7% | -$10.4K | ﹤0.01% | 648 |
|
|
2025
Q2 | $149K | Buy |
338
+1
| +0.3% | +$415 | 0.01% | 583 |
|
|
2025
Q1 | $141K | Sell |
337
-113
| -25% | -$48.9K | 0.01% | 573 |
|
|
2024
Q4 | $191K | Buy |
450
+204
| +83% | +$88.3K | 0.01% | 495 |
|
|
2024
Q3 | $104K | Buy |
246
+26
| +12% | +$10.6K | ﹤0.01% | 581 |
|
|
2024
Q2 | $86K | Hold |
220
| – | – | ﹤0.01% | 603 |
|
|
2024
Q1 | $87K | Buy |
220
+2
| +0.9% | +$770 | ﹤0.01% | 569 |
|
|
2023
Q4 | $82K | Sell |
218
-18
| -8% | -$6.29K | ﹤0.01% | 566 |
|
|
2023
Q3 | $79K | Buy |
236
+1
| +0.4% | +$347 | ﹤0.01% | 526 |
|
|
2023
Q2 | $80K | Sell |
235
-2
| -0.8% | -$673 | ﹤0.01% | 505 |
|
|
2023
Q1 | $79K | Buy |
237
+8
| +3% | +$2.66K | ﹤0.01% | 513 |
|
|
2022
Q4 | $76K | Buy |
229
+32
| +16% | +$10.4K | ﹤0.01% | 550 |
|
|
2022
Q3 | $57K | Buy |
197
+9
| +5% | +$2.86K | ﹤0.01% | 543 |
|
|
2022
Q2 | $58K | Buy |
188
+4
| +2% | +$1.31K | ﹤0.01% | 530 |
|
|
2022
Q1 | $64K | Buy |
184
+15
| +9% | +$5.2K | ﹤0.01% | 512 |
|
|
2021
Q4 | $62K | Hold |
169
| – | – | ﹤0.01% | 534 |
|
|
2021
Q3 | $57K | Buy |
169
+1
| +0.6% | +$349 | ﹤0.01% | 554 |
|
|
2021
Q2 | $58K | Hold |
168
| – | – | ﹤0.01% | 540 |
|
|
2021
Q1 | $55K | Buy |
168
+40
| +31% | +$12.6K | ﹤0.01% | 571 |
|
|
2020
Q4 | $39K | Hold |
128
| – | – | ﹤0.01% | 443 |
|
|
2020
Q3 | $36K | Buy |
+128
| New | +$35K | ﹤0.01% | 446 |
|
|
2020
Q2 | – | Sell |
-147
| Closed | -$32K | – | 708 |
|
|
2020
Q1 | $32K | Buy |
147
+115
| +359% | +$30.5K | ﹤0.01% | 390 |
|
|
2019
Q4 | $9K | Sell |
32
-306
| -91% | -$84.3K | ﹤0.01% | 553 |
|
|
2019
Q3 | $91K | Sell |
338
-11
| -3% | -$2.94K | 0.01% | 295 |
|
|
2019
Q2 | $93K | Hold |
349
| – | – | 0.01% | 284 |
|
|
2019
Q1 | $90K | Sell |
349
-149
| -30% | -$37.5K | 0.01% | 273 |
|
|
2018
Q4 | $116K | Sell |
498
-2,150
| -81% | -$536K | 0.02% | 232 |
|
|
2018
Q3 | $700K | Sell |
2,648
-30
| -1% | -$7.68K | 0.08% | 157 |
|
|
2018
Q2 | $650K | Sell |
2,678
-50
| -2% | -$12.3K | 0.08% | 159 |
|
|
2018
Q1 | $659K | Buy |
2,728
+1,428
| +110% | +$359K | 0.08% | 154 |
|
|
2017
Q4 | $322K | Buy |
1,300
+300
| +30% | +$71.1K | 0.04% | 172 |
|
|
2017
Q3 | $224K | Hold |
1,000
| – | – | 0.03% | 185 |
|
|
2017
Q2 | $213K | Sell |
1,000
-200
| -17% | -$42K | 0.03% | 190 |
|
|
2017
Q1 | $248K | Sell |
1,200
-1,325
| -52% | -$270K | 0.04% | 165 |
|
|
2016
Q4 | $499K | Buy |
+2,525
| New | +$476K | 0.09% | 150 |
|
Other funds holding DIA
Capital Analysts LLC's DIA Position: Q2 2026 in Review
Capital Analysts LLC reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 19% in Q2 2026, selling an estimated $24K and leaving 208 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #816.
Capital Analysts LLC first reported a position in DIA in Q4 2016 and has held it in 38 quarters since. The position peaked at $700K in Q3 2018. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.
- Capital Analysts LLC held 208 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $109K as of Q2 2026.
- Capital Analysts LLC sold 48 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $24K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #816 holding.
- Capital Analysts LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 38 quarters since.
- Capital Analysts LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $700K in Q3 2018.
- 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.