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Echo45 Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Echo45 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 		$8.53M Buy
16,326
+643
+4% +$321K 4.41% 4
2026
Q1 		$7.26M Buy
15,683
+246
+2% +$119K 4.09% 4
2025
Q4 		$7.42M Buy
15,437
+225
+1% +$106K 4.23% 4
2025
Q3 		$7.05M Buy
15,212
+180
+1% +$81.1K 4.14% 9
2025
Q2 		$6.62M Buy
15,032
+69
+0.5% +$28.6K 4.18% 9
2025
Q1 		$6.28M Sell
14,963
-100
-0.7% -$43.2K 4.2% 8
2024
Q4 		$6.43M Sell
15,063
-5,059
-25% -$2.19M 4.22% 9
2024
Q3 		$8.51M Buy
20,122
+488
+2% +$198K 5.54% 8
2024
Q2 		$7.68M Sell
19,634
-20,205
-51% -$7.84M 5.4% 7
2024
Q1 		$15.8M Sell
39,839
-280
-0.7% -$108K 11.4% 3
2023
Q4 		$15.1M Buy
40,119
+3,947
+11% +$1.38M 11.63% 2
2023
Q3 		$12.1M Buy
36,172
+37
+0.1% +$12.8K 10.27% 3
2023
Q2 		$12.4M Sell
36,135
-103
-0.3% -$34.7K 10.25% 3
2023
Q1 		$12.1M Sell
36,238
-4,506
-11% -$1.5M 10% 3
2022
Q4 		$13.5M Buy
40,744
+1,968
+5% +$640K 12.1% 2
2022
Q3 		$11.1M Buy
38,776
+3,105
+9% +$987K 11.3% 2
2022
Q2 		$11M Buy
35,671
+8,953
+34% +$2.93M 10.37% 3
2022
Q1 		$9.27M Buy
26,718
+10,165
+61% +$3.53M 7.27% 3
2021
Q4 		$6.01M Buy
+16,553
New +$5.88M 4.82% 7

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Echo45 Advisors's DIA Position: Q2 2026 in Review

Echo45 Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.1% in Q2 2026, buying an estimated $321K and bringing the position to 16,326 shares worth $8.53M. The position accounts for 4.41% of the portfolio, ranked #4.

Echo45 Advisors first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.8M in Q1 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Echo45 Advisors held 16,326 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.53M as of Q2 2026.
  • Echo45 Advisors bought 643 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $321K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 4.41% of Echo45 Advisors's portfolio in Q2 2026, its #4 holding.
  • Echo45 Advisors 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.
  • Echo45 Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $15.8M in Q1 2024.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.