Ferguson Wellman Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ferguson Wellman Capital Management’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	$610K	Hold	1,168	–	–	0.01%	287
2026 Q1	$541K	Hold	1,168	–	–	0.01%	283
2025 Q4	$561K	Hold	1,168	–	–	0.01%	238
2025 Q3	$542K	Hold	1,168	–	–	0.01%	244
2025 Q2	$515K	Hold	1,168	–	–	0.01%	238
2025 Q1	$490K	Sell	1,168 -333	-22%	-$144K	0.01%	246
2024 Q4	$639K	Buy	1,501 +827	+123%	+$358K	0.01%	217
2024 Q3	$285K	Hold	674	–	–	0.01%	315
2024 Q2	$264K	Hold	674	–	–	0.01%	321
2024 Q1	$268K	Hold	674	–	–	0.01%	327
2023 Q4	$254K	Hold	674	–	–	0.01%	337
2023 Q3	$226K	Hold	674	–	–	0.01%	328
2023 Q2	$232K	Hold	674	–	–	0.01%	333
2023 Q1	$224K	Hold	674	–	–	0.01%	332
2022 Q4	$223K	Buy	+674	New	+$219K	0.01%	325
2022 Q3	–	Sell	-674	Closed	-$207K	–	297
2022 Q2	$207K	Buy	+674	New	+$220K	0.01%	297

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

Ferguson Wellman Capital Management's DIA Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,168 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #287.

Ferguson Wellman Capital Management first reported a position in DIA in Q2 2022 and has held it in 16 quarters since. The position peaked at $639K in Q4 2024. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Ferguson Wellman Capital Management held 1,168 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $610K as of Q2 2026.
Ferguson Wellman Capital Management 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 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #287 holding.
Ferguson Wellman Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 16 quarters since.
Ferguson Wellman Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $639K in Q4 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.