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

Coastwise Capital Group’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	$2.12M	Sell	4,054 -52	-1%	-$26K	1.23%	15
2026 Q1	$1.9M	Sell	4,106 -464	-10%	-$225K	1.06%	18
2025 Q4	$2.2M	Buy	4,570 +139	+3%	+$65.8K	1.1%	18
2025 Q3	$2.05M	Buy	4,431 +58	+1%	+$26.1K	1.45%	14
2025 Q2	$1.93M	Buy	4,373 +353	+9%	+$146K	1.53%	14
2025 Q1	$1.69M	Sell	4,020 -2,462	-38%	-$1.06M	1.42%	14
2024 Q4	$2.76M	Buy	6,482 +52	+0.8%	+$22.5K	2.2%	9
2024 Q3	$2.72M	Buy	6,430 +255	+4%	+$104K	2.24%	9
2024 Q2	$2.42M	Sell	6,175 -3,366	-35%	-$1.31M	2.3%	9
2024 Q1	$3.79M	Sell	9,541 -3,967	-29%	-$1.53M	3.52%	4
2023 Q4	$5.09M	Buy	13,508 +5,628	+71%	+$1.97M	5.19%	2
2023 Q3	$2.64M	Sell	7,880 -273	-3%	-$94.7K	3.02%	6
2023 Q2	$2.8M	Sell	8,153 -1,370	-14%	-$461K	3.17%	4
2023 Q1	$3.17M	Buy	9,523 +528	+6%	+$175K	3.62%	5
2022 Q4	$2.98M	Buy	8,995 +431	+5%	+$140K	3.54%	5
2022 Q3	$2.46M	Sell	8,564 -528	-6%	-$168K	3.88%	4
2022 Q2	$2.8M	Buy	9,092 +1,471	+19%	+$481K	3.41%	6
2022 Q1	$2.64M	Buy	+7,621	New	+$2.64M	3.28%	5

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

Coastwise Capital Group's DIA Position: Q2 2026 in Review

Coastwise Capital Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.3% in Q2 2026, selling an estimated $26K and leaving 4,054 shares worth $2.12M. The position accounts for 1.23% of the portfolio, ranked #15.

Coastwise Capital Group first reported a position in DIA in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.09M in Q4 2023. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Coastwise Capital Group held 4,054 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.12M as of Q2 2026.
Coastwise Capital Group sold 52 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $26K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.23% of Coastwise Capital Group's portfolio in Q2 2026, its #15 holding.
Coastwise Capital Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 18 quarters since.
Coastwise Capital Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.09M in Q4 2023.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.