Disciplined Investors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Disciplined Investors’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	$235K	Sell	450 -14	-3%	-$6.99K	0.12%	132
2026 Q1	$215K	Hold	464	–	–	0.13%	131
2025 Q4	$223K	Hold	464	–	–	0.15%	115
2025 Q3	$215K	Hold	464	–	–	0.15%	111
2025 Q2	$204K	Buy	+464	New	+$193K	0.16%	112

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

Disciplined Investors's DIA Position: Q2 2026 in Review

Disciplined Investors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3% in Q2 2026, selling an estimated $6.99K and leaving 450 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #132.

Disciplined Investors first reported a position in DIA in Q2 2025 and has held it in 5 quarters since. 1,451 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Disciplined Investors held 450 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $235K as of Q2 2026.
Disciplined Investors sold 14 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $6.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Disciplined Investors's portfolio in Q2 2026, its #132 holding.
Disciplined Investors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 5 quarters since.
1,451 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.