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

Clark Asset 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	$299K	Sell	573 -902	-61%	-$450K	0.02%	211
2026 Q1	$683K	Hold	1,475	–	–	0.06%	105
2025 Q4	$709K	Hold	1,475	–	–	0.07%	98
2025 Q3	$684K	Buy	1,475 +129	+10%	+$58.1K	0.08%	93
2025 Q2	$593K	Buy	+1,346	New	+$559K	0.08%	97
2024 Q3	–	Sell	-569	Closed	-$222K	–	125
2024 Q2	$222K	Buy	+569	New	+$221K	0.06%	91

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

Clark Asset Management's DIA Position: Q2 2026 in Review

Clark Asset Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 61% in Q2 2026, selling an estimated $450K and leaving 573 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #211.

Clark Asset Management first reported a position in DIA in Q2 2024 and has held it in 6 quarters since. The position peaked at $709K in Q4 2025. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Clark Asset Management held 573 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $299K as of Q2 2026.
Clark Asset Management sold 902 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $450K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #211 holding.
Clark Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 6 quarters since.
Clark Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $709K in Q4 2025.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.