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

Crewe 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	$491K	Hold	941	–	–	0.04%	146
2026 Q1	$436K	Sell	941 -6	-0.6%	-$2.91K	0.04%	141
2025 Q4	$455K	Sell	947 -193	-17%	-$91.3K	0.04%	135
2025 Q3	$529K	Buy	1,140 +154	+16%	+$69.4K	0.05%	118
2025 Q2	$434K	Sell	986 -76	-7%	-$31.5K	0.06%	101
2025 Q1	$446K	Hold	1,062	–	–	0.06%	85
2024 Q4	$452K	Hold	1,062	–	–	0.06%	82
2024 Q3	$449K	Buy	1,062 +1	+0.1%	+$406	0.05%	89
2024 Q2	$415K	Hold	1,061	–	–	0.05%	117
2024 Q1	$422K	Hold	1,061	–	–	0.05%	112
2023 Q4	$400K	Hold	1,061	–	–	0.06%	55
2023 Q3	$355K	Hold	1,061	–	–	0.06%	56
2023 Q2	$365K	Hold	1,061	–	–	0.05%	96
2023 Q1	$353K	Hold	1,061	–	–	0.05%	107
2022 Q4	$352K	Buy	1,061 +275	+35%	+$89.4K	0.06%	99
2022 Q3	$226K	Hold	786	–	–	0.04%	130
2022 Q2	$242K	Hold	786	–	–	0.05%	112
2022 Q1	$273K	Hold	786	–	–	0.05%	84
2021 Q4	$286K	Hold	786	–	–	0.06%	64
2021 Q3	$266K	Hold	786	–	–	0.06%	55
2021 Q2	$271K	Hold	786	–	–	0.07%	52
2021 Q1	$260K	Hold	786	–	–	0.06%	50
2020 Q4	$240K	Hold	786	–	–	0.1%	51
2020 Q3	$218K	Hold	786	–	–	0.1%	46
2020 Q2	$203K	Hold	786	–	–	0.1%	50
2020 Q1	$172K	Hold	786	–	–	0.1%	47
2019 Q4	$224K	Hold	786	–	–	0.1%	51
2019 Q3	$212K	Hold	786	–	–	0.1%	53
2019 Q2	$209K	Hold	786	–	–	0.07%	82
2019 Q1	$204K	Hold	786	–	–	0.06%	58
2018 Q4	$183K	Hold	786	–	–	0.06%	60
2018 Q3	$208K	Hold	786	–	–	0.18%	54
2018 Q2	$191K	Hold	786	–	–	0.18%	55
2018 Q1	$190K	Buy	+786	New	+$197K	0.19%	52

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

Crewe Advisors's DIA Position: Q2 2026 in Review

Crewe Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 941 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #146.

Crewe Advisors first reported a position in DIA in Q1 2018 and has held it in 34 quarters since. The position peaked at $529K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Crewe Advisors held 941 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $491K as of Q2 2026.
Crewe 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 0.04% of Crewe Advisors's portfolio in Q2 2026, its #146 holding.
Crewe Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 34 quarters since.
Crewe Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $529K in Q3 2025.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.