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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.07M Buy
2,055
+50
+2% +$25K 0.01% 467
2026
Q1
$929K Buy
2,005
+30
+2% +$14.5K 0.01% 494
2025
Q4
$949K Buy
1,975
+1,333
+208% +$631K 0.01% 470
2025
Q3
$298K Sell
642
-92
-13% -$41.5K ﹤0.01% 941
2025
Q2
$323K Sell
734
-27
-4% -$11.2K 0.01% 844
2025
Q1
$320K Buy
761
+155
+26% +$67K 0.01% 787
2024
Q4
$258K Sell
606
-224
-27% -$97K 0.01% 901
2024
Q3
$351K Hold
830
0.01% 760
2024
Q2
$325K Sell
830
-100
-11% -$38.8K 0.01% 730
2024
Q1
$370K Sell
930
-14
-1% -$5.39K 0.01% 678
2023
Q4
$356K Sell
944
-356
-27% -$124K 0.01% 643
2023
Q3
$435K Buy
1,300
+320
+33% +$111K 0.01% 484
2023
Q2
$337K Sell
980
-575
-37% -$194K 0.01% 583
2023
Q1
$517K Buy
1,555
+726
+88% +$241K 0.02% 431
2022
Q4
$275K Buy
+829
New +$269K 0.01% 643
2021
Q4
Sell
-1,317
Closed -$366K 844
2021
Q3
$366K Buy
+1,317
New +$460K 0.02% 289
2021
Q2
Sell
-1,771
Closed -$585K 530
2021
Q1
$585K Buy
1,771
+454
+34% +$143K 0.03% 205
2020
Q4
$403K Hold
1,317
0.02% 239
2020
Q3
$366K Hold
1,317
0.03% 217
2020
Q2
$340K Sell
1,317
-62
-4% -$15.2K 0.03% 215
2020
Q1
$302K Sell
1,379
-95
-6% -$25.2K 0.03% 206
2019
Q4
$420K Buy
1,474
+95
+7% +$26.2K 0.03% 218
2019
Q3
$371K Hold
1,379
0.03% 222
2019
Q2
$367K Buy
1,379
+3
+0.2% +$783 0.03% 224
2019
Q1
$357K Hold
1,376
0.03% 220
2018
Q4
$321K Sell
1,376
-51
-4% -$12.7K 0.03% 232
2018
Q3
$377K Sell
1,427
-789
-36% -$202K 0.03% 234
2018
Q2
$538K Hold
2,216
0.05% 185
2018
Q1
$535K Sell
2,216
-839
-27% -$211K 0.06% 179
2017
Q4
$756K Hold
3,055
0.08% 151
2017
Q3
$684K Buy
3,055
+1,741
+132% +$381K 0.08% 161
2017
Q2
$280K Sell
1,314
-45
-3% -$9.44K 0.04% 227
2017
Q1
$280K Hold
1,359
0.04% 212
2016
Q4
$268K Buy
+1,359
New +$256K 0.04% 196

Other funds holding DIA

Coldstream Capital Management's DIA Position: Q2 2026 in Review

Coldstream Capital Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.5% in Q2 2026, buying an estimated $25K and bringing the position to 2,055 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #467.

Coldstream Capital Management first reported a position in DIA in Q4 2016 and has held it in 34 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Coldstream Capital Management held 2,055 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.07M as of Q2 2026.
  • Coldstream Capital Management bought 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $25K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #467 holding.
  • Coldstream Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 34 quarters since.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.