Cornerstone Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Cornerstone Advisory’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	$451K	Buy	864 +3	+0.3%	+$1.5K	0.04%	176
2026 Q1	$399K	Sell	861 -29	-3%	-$14K	0.04%	185
2025 Q4	$428K	Hold	890	–	–	0.04%	164
2025 Q3	$413K	Sell	890 -23	-3%	-$10.4K	0.04%	164
2025 Q2	$402K	Buy	913 +1	+0.1%	+$415	0.04%	162
2025 Q1	$372K	Buy	912 +20	+2%	+$8.65K	0.04%	163
2024 Q4	$398K	Buy	892 +29	+3%	+$12.6K	0.05%	160
2024 Q3	$365K	Buy	863 +83	+11%	+$33.7K	0.05%	159
2024 Q2	$305K	Hold	780	–	–	0.04%	167
2024 Q1	$310K	Hold	780	–	–	0.04%	181
2023 Q4	$294K	Sell	780 -151	-16%	-$52.8K	0.05%	181
2023 Q3	$312K	Hold	931	–	–	0.05%	168
2023 Q2	$320K	Hold	931	–	–	0.06%	169
2023 Q1	$310K	Hold	931	–	–	0.06%	169
2022 Q4	$308K	Buy	931 +1	+0.1%	+$325	0.06%	161
2022 Q3	$267K	Hold	930	–	–	0.06%	163
2022 Q2	$287K	Sell	930 -930	-50%	-$304K	0.07%	155
2022 Q1	$646K	Hold	1,860	–	–	0.1%	150
2021 Q4	$676K	Hold	1,860	–	–	0.1%	152
2021 Q3	$630K	Buy	1,860 +300	+19%	+$105K	0.1%	149
2021 Q2	$538K	Hold	1,560	–	–	0.09%	152
2021 Q1	$516K	Hold	1,560	–	–	0.1%	149
2020 Q4	$478K	Hold	1,560	–	–	0.1%	147
2020 Q3	$432K	Sell	1,560 -260	-14%	-$71K	0.1%	135
2020 Q2	$469K	Buy	+1,820	New	+$448K	0.12%	117

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

Cornerstone Advisory's DIA Position: Q2 2026 in Review

Cornerstone Advisory increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.35% in Q2 2026, buying an estimated $1.5K and bringing the position to 864 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #176.

Cornerstone Advisory first reported a position in DIA in Q2 2020 and has held it in 25 quarters since. The position peaked at $676K in Q4 2021. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Cornerstone Advisory held 864 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $451K as of Q2 2026.
Cornerstone Advisory bought 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Cornerstone Advisory's portfolio in Q2 2026, its #176 holding.
Cornerstone Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and has held it in 25 quarters since.
Cornerstone Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $676K in Q4 2021.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.