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

DSG Capital 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	$319K	Sell	608 -355	-37%	-$177K	0.05%	102
2026 Q1	$446K	Hold	963	–	–	0.07%	99
2025 Q4	$476K	Sell	963 -272	-22%	-$129K	0.07%	97
2025 Q3	$573K	Sell	1,235 -417	-25%	-$188K	0.09%	92
2025 Q2	$728K	Buy	1,652 +135	+9%	+$56K	0.13%	83
2025 Q1	$637K	Sell	1,517 -75	-5%	-$32.4K	0.13%	87
2024 Q4	$677K	Buy	+1,592	New	+$689K	0.12%	83

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

DSG Capital Advisors's DIA Position: Q2 2026 in Review

DSG Capital Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 37% in Q2 2026, selling an estimated $177K and leaving 608 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #102.

DSG Capital Advisors first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $728K in Q2 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

DSG Capital Advisors held 608 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $319K as of Q2 2026.
DSG Capital Advisors sold 355 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $177K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of DSG Capital Advisors's portfolio in Q2 2026, its #102 holding.
DSG Capital Advisors 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.
DSG Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $728K in Q2 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.