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

Crestwood Advisors 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	$364K	Sell	697 -435	-38%	-$217K	0.01%	600
2026 Q1	$524K	Hold	1,132	–	–	0.01%	410
2025 Q4	$544K	Buy	1,132 +33	+3%	+$15.6K	0.01%	376
2025 Q3	$510K	Hold	1,099	–	–	0.01%	359
2025 Q2	$484K	Hold	1,099	–	–	0.01%	352
2025 Q1	$461K	Sell	1,099 -33	-3%	-$14.3K	0.01%	353
2024 Q4	$482K	Hold	1,132	–	–	0.01%	312
2024 Q3	$479K	Sell	1,132 -13	-1%	-$5.28K	0.01%	296
2024 Q2	$448K	Buy	1,145 +42	+4%	+$16.3K	0.01%	292
2024 Q1	$439K	Buy	1,103 +483	+78%	+$186K	0.01%	298
2023 Q4	$234K	Buy	+620	New	+$217K	0.01%	365
2020 Q2	–	Sell	-2,612	Closed	-$573K	–	241
2020 Q1	$573K	Hold	2,612	–	–	0.03%	142
2019 Q4	$745K	Buy	2,612 +1,800	+222%	+$496K	0.03%	151
2019 Q3	$219K	Hold	812	–	–	0.01%	229
2019 Q2	$216K	Sell	812 -1	-0.1%	-$261	0.01%	222
2019 Q1	$211K	Buy	+813	New	+$204K	0.02%	161
2018 Q4	–	Sell	-813	Closed	-$215K	–	168
2018 Q3	$215K	Hold	813	–	–	0.02%	157
2018 Q2	$205K	Buy	+813	New	+$200K	0.01%	161
2018 Q1	–	Sell	-813	Closed	-$201K	–	185
2017 Q4	$201K	Buy	+813	New	+$193K	0.02%	175
2017 Q2	–	Sell	-151	Closed	-$32K	–	221
2017 Q1	$32K	Buy	+151	New	+$30.8K	﹤0.01%	319

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

Crestwood Advisors Group's DIA Position: Q2 2026 in Review

Crestwood Advisors Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 38% in Q2 2026, selling an estimated $217K and leaving 697 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #600.

Crestwood Advisors Group first reported a position in DIA in Q1 2017 and has held it in 20 quarters since. The position peaked at $745K in Q4 2019. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Crestwood Advisors Group held 697 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $364K as of Q2 2026.
Crestwood Advisors Group sold 435 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $217K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #600 holding.
Crestwood Advisors Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and has held it in 20 quarters since.
Crestwood Advisors Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $745K in Q4 2019.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.