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Charter Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Charter Capital Management’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 		$209K Buy
+400
New +$200K 0.09% 71

Other funds holding DIA

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Charter Capital Management's DIA Position: Q2 2026 in Review

Charter Capital Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 400 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #71 among its holdings.

816 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Charter Capital Management held 400 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $209K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Charter Capital Management position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of Charter Capital Management's portfolio in Q2 2026, its #71 holding.
  • 816 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.