Crumly & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Crumly & Associates’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	$3.01M	Sell	5,754 -90	-2%	-$44.9K	0.58%	39
2026 Q1	$2.71M	Hold	5,844	–	–	0.57%	40
2025 Q4	$2.81M	Hold	5,844	–	–	0.59%	40
2025 Q3	$2.71M	Hold	5,844	–	–	0.59%	39
2025 Q2	$2.58M	Hold	5,844	–	–	0.63%	39
2025 Q1	$2.45M	Hold	5,844	–	–	0.68%	37
2024 Q4	$2.49M	Hold	5,844	–	–	0.68%	38
2024 Q3	$2.47M	Hold	5,844	–	–	0.68%	38
2024 Q2	$2.29M	Buy	5,844 +14	+0.2%	+$5.43K	0.66%	33
2024 Q1	$2.32M	Hold	5,830	–	–	0.61%	41
2023 Q4	$2.2M	Sell	5,830 -11,525	-66%	-$4.03M	0.64%	40
2023 Q3	$5.81M	Hold	17,355	–	–	2.28%	14
2023 Q2	$5.97M	Sell	17,355 -2,705	-13%	-$910K	2.39%	14
2023 Q1	$6.67M	Sell	20,060 -19,491	-49%	-$6.48M	2.9%	11
2022 Q4	$13.1M	Buy	+39,551	New	+$12.9M	4.94%	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

Crumly & Associates's DIA Position: Q2 2026 in Review

Crumly & Associates reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.5% in Q2 2026, selling an estimated $44.9K and leaving 5,754 shares worth $3.01M. The position accounts for 0.58% of the portfolio, ranked #39.

Crumly & Associates first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.1M in Q4 2022. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Crumly & Associates held 5,754 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.01M as of Q2 2026.
Crumly & Associates sold 90 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $44.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.58% of Crumly & Associates's portfolio in Q2 2026, its #39 holding.
Crumly & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
Crumly & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $13.1M in Q4 2022.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.