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Eagle Rock Investment Company’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Eagle Rock Investment Company’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 		$797K Hold
1,525
– – 0.1% 102
2026
Q1 		$706K Hold
1,525
– – 0.1% 107
2025
Q4 		$733K Hold
1,525
– – 0.1% 107
2025
Q3 		$707K Hold
1,525
– – 0.1% 108
2025
Q2 		$672K Hold
1,525
– – 0.11% 104
2025
Q1 		$640K Hold
1,525
– – 0.11% 111
2024
Q4 		$649K Hold
1,525
– – 0.11% 109
2024
Q3 		$645K Hold
1,525
– – 0.11% 111
2024
Q2 		$596K Hold
1,525
– – 0.11% 106
2024
Q1 		$607K Hold
1,525
– – 0.11% 106
2023
Q4 		$575K Hold
1,525
– – 0.12% 105
2023
Q3 		$511K Hold
1,525
– – 0.12% 101
2023
Q2 		$527K Hold
1,525
– – 0.11% 102
2023
Q1 		$507K Hold
1,525
– – 0.12% 103
2022
Q4 		$518K Hold
1,525
– – 0.12% 107
2022
Q3 		$438K Hold
1,525
– – 0.11% 99
2022
Q2 		$469K Hold
1,525
– – 0.11% 99
2022
Q1 		$529K Sell
1,525
-102
-6% -$35.4K 0.11% 89
2021
Q4 		$591K Buy
+1,627
New +$578K 0.11% 77

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Eagle Rock Investment Company's DIA Position: Q2 2026 in Review

Eagle Rock Investment Company held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,525 shares worth $797K. The position accounts for 0.1% of the portfolio, ranked #102.

Eagle Rock Investment Company first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. 579 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Eagle Rock Investment Company held 1,525 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $797K as of Q2 2026.
  • Eagle Rock Investment Company left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Eagle Rock Investment Company's portfolio in Q2 2026, its #102 holding.
  • Eagle Rock Investment Company first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 579 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.