Ewing Morris & Co Investment Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ewing Morris & Co Investment Partners’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	$518K	Sell	992 -1,518	-60%	-$758K	0.27%	66
2026 Q1	$1.17M	Buy	+2,510	New	+$1.22M	0.52%	43

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

Ewing Morris & Co Investment Partners's DIA Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 60% in Q2 2026, selling an estimated $758K and leaving 992 shares worth $518K. The position accounts for 0.27% of the portfolio, ranked #66.

Ewing Morris & Co Investment Partners first reported a position in DIA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.17M in Q1 2026. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Ewing Morris & Co Investment Partners held 992 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $518K as of Q2 2026.
Ewing Morris & Co Investment Partners sold 1,518 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $758K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.27% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #66 holding.
Ewing Morris & Co Investment Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2026 and has held it in 2 quarters since.
Ewing Morris & Co Investment Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.17M in Q1 2026.
1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.