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

Capstone Investment Advisors’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	$1.94M	Hold	3,711	–	–	﹤0.01%	738
2026 Q1	$1.72M	Sell	3,711 -6	-0.2%	-$2.91K	﹤0.01%	689
2025 Q4	$1.79M	Hold	3,717	–	–	﹤0.01%	661
2025 Q3	$1.72M	Hold	3,717	–	–	﹤0.01%	820
2025 Q2	$1.64M	Hold	3,717	–	–	﹤0.01%	709
2025 Q1	$1.56M	Hold	3,717	–	–	﹤0.01%	755
2024 Q4	$1.58M	Hold	3,717	–	–	﹤0.01%	921
2024 Q3	$1.57M	Hold	3,717	–	–	﹤0.01%	823
2024 Q2	$1.45M	Buy	3,717 +503	+16%	+$195K	﹤0.01%	842
2024 Q1	$1.28M	Hold	3,214	–	–	﹤0.01%	1007
2023 Q4	$1.21M	Hold	3,214	–	–	﹤0.01%	973
2023 Q3	$1.08M	Hold	3,214	–	–	﹤0.01%	956
2023 Q2	$1.11M	Hold	3,214	–	–	0.01%	834
2023 Q1	$1.07M	Buy	+3,214	New	+$1.07M	0.01%	770
2022 Q4	–	Sell	-10,619	Closed	-$3.05M	–	1548
2022 Q3	$3.05M	Buy	10,619 +7,018	+195%	+$2.23M	0.02%	576
2022 Q2	$1.11M	Hold	3,601	–	–	0.01%	968
2022 Q1	$1.25M	Buy	+3,601	New	+$1.25M	﹤0.01%	1230
2018 Q3	–	Sell	-3,540	Closed	-$859K	–	1298
2018 Q2	$859K	Buy	3,540 +736	+26%	+$181K	0.01%	405
2018 Q1	$677K	Buy	+2,804	New	+$704K	0.01%	256
2017 Q4	–	Sell	-31,235	Closed	-$6.99M	–	526
2017 Q3	$6.99M	Buy	31,235 +24,571	+369%	+$5.38M	0.25%	83
2017 Q2	$1.42M	Sell	6,664 -1,417	-18%	-$297K	0.04%	289
2017 Q1	$1.67M	Buy	+8,081	New	+$1.65M	0.04%	320

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

Capstone Investment Advisors's DIA Position: Q2 2026 in Review

Capstone Investment Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 3,711 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Capstone Investment Advisors first reported a position in DIA in Q1 2017 and has held it in 22 quarters since. The position peaked at $6.99M in Q3 2017. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Capstone Investment Advisors held 3,711 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.94M as of Q2 2026.
Capstone Investment Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #738 holding.
Capstone Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and has held it in 22 quarters since.
Capstone Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.99M in Q3 2017.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.