Dale Q Rice Investment Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Dale Q Rice Investment Management’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	$418K	Sell	800 -68	-8%	-$34K	0.23%	45
2026 Q1	$402K	Sell	868 -30	-3%	-$14.5K	0.3%	46
2025 Q4	$432K	Sell	898 -138	-13%	-$65.3K	0.31%	44
2025 Q3	$480K	Sell	1,036 -14	-1%	-$6.31K	0.34%	39
2025 Q2	$464K	Sell	1,050 -1,106	-51%	-$459K	0.39%	39
2025 Q1	$905K	Sell	2,156 -4	-0.2%	-$1.73K	0.47%	36
2024 Q4	$919K	Buy	+2,160	New	+$935K	0.4%	35

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

Dale Q Rice Investment Management's DIA Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.8% in Q2 2026, selling an estimated $34K and leaving 800 shares worth $418K. The position accounts for 0.23% of the portfolio, ranked #45.

Dale Q Rice Investment Management first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $919K in Q4 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Dale Q Rice Investment Management held 800 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $418K as of Q2 2026.
Dale Q Rice Investment Management sold 68 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $34K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.23% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #45 holding.
Dale Q Rice Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $919K in Q4 2024.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.