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

Clear Point 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	$1.14M	Buy	+2,182	New	+$1.09M	1.01%	29
2026 Q1	–	Sell	-2,017	Closed	-$969K	–	86
2025 Q4	$969K	Sell	2,017 -284	-12%	-$134K	0.75%	37
2025 Q3	$1.07M	Buy	2,301 +5	+0.2%	+$2.25K	0.83%	31
2025 Q2	$1.01M	Sell	2,296 -143	-6%	-$59.3K	0.85%	30
2025 Q1	$1.02M	Buy	2,439 +6	+0.2%	+$2.6K	0.92%	32
2024 Q4	$1.04M	Buy	2,433 +5	+0.2%	+$2.16K	0.89%	32
2024 Q3	$1.03M	Buy	2,428 +5	+0.2%	+$2.03K	0.79%	32
2024 Q2	$948K	Sell	2,423 -1,003	-29%	-$389K	0.78%	32
2024 Q1	$1.36M	Sell	3,426 -97	-3%	-$37.4K	1.12%	17
2023 Q4	$1.33M	Buy	+3,523	New	+$1.23M	1.17%	15

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

Clear Point Advisors's DIA Position: Q2 2026 in Review

Clear Point Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 2,182 shares worth $1.14M. The stake represents 1.01% of the portfolio and ranks #29 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in DIA as recently as Q4 2025.

Clear Point Advisors first reported a position in DIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q1 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Clear Point Advisors held 2,182 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.14M as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Clear Point Advisors position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.01% of Clear Point Advisors's portfolio in Q2 2026, its #29 holding.
Clear Point Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.36M 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 Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.