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

Equitable Trust’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	$2.91M	Hold	5,563	–	–	0.12%	133
2026 Q1	$2.58M	Hold	5,563	–	–	0.12%	140
2025 Q4	$2.67M	Sell	5,563 -116	-2%	-$54.9K	0.12%	139
2025 Q3	$2.63M	Sell	5,679 -7	-0.1%	-$3.15K	0.12%	139
2025 Q2	$2.51M	Buy	5,686 +40	+0.7%	+$16.6K	0.12%	140
2025 Q1	$2.37M	Hold	5,646	–	–	0.13%	140
2024 Q4	$2.4M	Buy	+5,646	New	+$2.44M	0.13%	137

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

Equitable Trust's DIA Position: Q2 2026 in Review

Equitable Trust held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 5,563 shares worth $2.91M. The position accounts for 0.12% of the portfolio, ranked #133.

Equitable Trust first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Equitable Trust held 5,563 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.91M as of Q2 2026.
Equitable Trust 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 0.12% of Equitable Trust's portfolio in Q2 2026, its #133 holding.
Equitable Trust 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.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.