Chesley Taft & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Chesley Taft & Associates’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	$522K	Hold	1,000	–	–	0.02%	277
2026 Q1	$463K	Hold	1,000	–	–	0.02%	284
2025 Q4	$481K	Hold	1,000	–	–	0.02%	287
2025 Q3	$464K	Hold	1,000	–	–	0.02%	273
2025 Q2	$441K	Hold	1,000	–	–	0.02%	266
2025 Q1	$420K	Sell	1,000 -200	-17%	-$86.5K	0.02%	267
2024 Q4	$511K	Sell	1,200 -100	-8%	-$43.3K	0.02%	248
2024 Q3	$550K	Sell	1,300 -86	-6%	-$34.9K	0.03%	245
2024 Q2	$542K	Hold	1,386	–	–	0.03%	235
2024 Q1	$551K	Hold	1,386	–	–	0.03%	233
2023 Q4	$522K	Buy	+1,386	New	+$484K	0.03%	236

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

Chesley Taft & Associates's DIA Position: Q2 2026 in Review

Chesley Taft & Associates held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,000 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #277.

Chesley Taft & Associates first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $551K in Q1 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Chesley Taft & Associates held 1,000 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $522K as of Q2 2026.
Chesley Taft & Associates 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 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #277 holding.
Chesley Taft & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
Chesley Taft & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $551K in Q1 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.