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

Dougherty & 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	$203K	Buy	+388	New	+$194K	0.16%	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

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

Dougherty & Associates opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 388 shares worth $203K. The stake represents 0.16% of the portfolio and ranks #52 among its holdings.

1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Dougherty & Associates held 388 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $203K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Dougherty & Associates position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Dougherty & Associates's portfolio in Q2 2026, its #52 holding.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.