Dumont & Blake Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Dumont & Blake Investment 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	$747K	Sell	1,430 -20	-1%	-$9.99K	0.17%	123
2026 Q1	$671K	Sell	1,450 -47	-3%	-$22.8K	0.17%	127
2025 Q4	$719K	Sell	1,497 -29	-2%	-$13.7K	0.17%	123
2025 Q3	$707K	Sell	1,526 -13	-0.8%	-$5.86K	0.17%	122
2025 Q2	$678K	Hold	1,539	–	–	0.18%	125
2025 Q1	$646K	Sell	1,539 -4	-0.3%	-$1.73K	0.18%	120
2024 Q4	$657K	Sell	1,543 -10	-0.6%	-$4.33K	0.18%	125
2024 Q3	$657K	Sell	1,553 -1,576	-50%	-$640K	0.18%	128
2024 Q2	$1.22M	Buy	3,129 +1,559	+99%	+$605K	0.17%	128
2024 Q1	$625K	Sell	1,570 -49	-3%	-$18.9K	0.18%	125
2023 Q4	$610K	Sell	1,619 -12	-0.7%	-$4.19K	0.19%	122
2023 Q3	$546K	Sell	1,631 -31	-2%	-$10.8K	0.18%	123
2023 Q2	$572K	Buy	1,662 +10	+0.6%	+$3.37K	0.19%	119
2023 Q1	$550K	Sell	1,652 -31	-2%	-$10.3K	0.19%	122
2022 Q4	$558K	Sell	1,683 -26	-2%	-$8.45K	0.2%	118
2022 Q3	$491K	Sell	1,709 -19	-1%	-$6.04K	0.18%	125
2022 Q2	$532K	Buy	1,728 +70	+4%	+$22.9K	0.17%	130
2022 Q1	$575K	Buy	1,658 +55	+3%	+$19.1K	0.16%	136
2021 Q4	$582K	Buy	1,603 +69	+4%	+$24.5K	0.15%	131
2021 Q3	$519K	Hold	1,534	–	–	0.15%	136
2021 Q2	$529K	Sell	1,534 -20	-1%	-$6.83K	0.15%	134
2021 Q1	$513K	Sell	1,554 -6	-0.4%	-$1.89K	0.16%	130
2020 Q4	$477K	Hold	1,560	–	–	0.16%	123
2020 Q3	$433K	Buy	1,560 +260	+20%	+$71K	0.16%	121
2020 Q2	$335K	Buy	1,300 +175	+16%	+$43K	0.14%	135
2020 Q1	$247K	Buy	+1,125	New	+$299K	0.13%	143
2019 Q3	–	Sell	-1,715	Closed	-$456K	–	182
2019 Q2	$456K	Sell	1,715 -730	-30%	-$191K	0.19%	125
2019 Q1	$634K	Buy	2,445 +230	+10%	+$57.8K	0.27%	107
2018 Q4	$517K	Buy	+2,215	New	+$553K	0.24%	111

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

Dumont & Blake Investment Advisors's DIA Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.4% in Q2 2026, selling an estimated $9.99K and leaving 1,430 shares worth $747K. The position accounts for 0.17% of the portfolio, ranked #123.

Dumont & Blake Investment Advisors first reported a position in DIA in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.22M in Q2 2024. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Dumont & Blake Investment Advisors held 1,430 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $747K as of Q2 2026.
Dumont & Blake Investment Advisors sold 20 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $9.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.17% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #123 holding.
Dumont & Blake Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 29 quarters since.
Dumont & Blake Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.22M in Q2 2024.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.