Cary Street Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Cary Street Partners’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	$1.78M	Buy	3,410 +131	+4%	+$65.4K	0.04%	396
2026 Q1	$1.52M	Buy	3,279 +40	+1%	+$19.4K	0.04%	365
2025 Q4	$1.56M	Sell	3,239 -220	-6%	-$104K	0.04%	361
2025 Q3	$1.6M	Buy	3,459 +27	+0.8%	+$12.2K	0.04%	345
2025 Q2	$1.51M	Buy	3,432 +49	+1%	+$20.3K	0.04%	352
2025 Q1	$1.42M	Buy	3,383 +22	+0.7%	+$9.52K	0.04%	333
2024 Q4	$1.43M	Buy	+3,361	New	+$1.45M	0.05%	329

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

Cary Street Partners's DIA Position: Q2 2026 in Review

Cary Street Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4% in Q2 2026, buying an estimated $65.4K and bringing the position to 3,410 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #396.

Cary Street Partners first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Cary Street Partners held 3,410 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.78M as of Q2 2026.
Cary Street Partners bought 131 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $65.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Cary Street Partners's portfolio in Q2 2026, its #396 holding.
Cary Street Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.