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

Coastal Bridge 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	$392K	Hold	750	–	–	0.02%	358
2026 Q1	$347K	Buy	750 +31	+4%	+$15K	0.02%	357
2025 Q4	$346K	Hold	719	–	–	0.03%	347
2025 Q3	$333K	Hold	719	–	–	0.03%	351
2025 Q2	$317K	Sell	719 -46	-6%	-$19.1K	0.03%	348
2025 Q1	$321K	Buy	+765	New	+$331K	0.03%	332

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

Coastal Bridge Advisors's DIA Position: Q2 2026 in Review

Coastal Bridge Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 750 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #358.

Coastal Bridge Advisors first reported a position in DIA in Q1 2025 and has held it in 6 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Coastal Bridge Advisors held 750 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $392K as of Q2 2026.
Coastal Bridge Advisors 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 Coastal Bridge Advisors's portfolio in Q2 2026, its #358 holding.
Coastal Bridge Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 6 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.