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

Foresight Capital Management 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	$5.03M	Sell	9,622 -60	-0.6%	-$30K	2.44%	13
2026 Q1	$4.48M	Buy	9,682 +200	+2%	+$96.9K	2.5%	14
2025 Q4	$4.56M	Buy	9,482 +107	+1%	+$50.6K	2.47%	14
2025 Q3	$4.35M	Buy	9,375 +94	+1%	+$42.4K	2.44%	12
2025 Q2	$4.09M	Buy	9,281 +170	+2%	+$70.5K	2.38%	11
2025 Q1	$3.83M	Buy	9,111 +158	+2%	+$68.3K	2.37%	12
2024 Q4	$3.81M	Buy	8,953 +43	+0.5%	+$18.6K	2.23%	14
2024 Q3	$3.77M	Buy	8,910 +404	+5%	+$164K	2.24%	12
2024 Q2	$3.33M	Buy	8,506 +526	+7%	+$204K	2.25%	15
2024 Q1	$3.17M	Buy	7,980 +360	+5%	+$139K	2.42%	11
2023 Q4	$2.87M	Buy	+7,620	New	+$2.66M	2.94%	8
2022 Q3	$1.96M	Buy	6,821 +269	+4%	+$85.5K	3.38%	9
2022 Q2	$2.02M	Sell	6,552 -122	-2%	-$39.9K	3.08%	9
2022 Q1	$2.31M	Buy	6,674 +280	+4%	+$97.1K	2.58%	11
2021 Q4	$2.32M	Buy	+6,394	New	+$2.27M	2.26%	14

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

Foresight Capital Management Advisors's DIA Position: Q2 2026 in Review

Foresight Capital Management Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.62% in Q2 2026, selling an estimated $30K and leaving 9,622 shares worth $5.03M. The position accounts for 2.44% of the portfolio, ranked #13.

Foresight Capital Management Advisors first reported a position in DIA in Q4 2021 and has held it in 15 quarters since. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Foresight Capital Management Advisors held 9,622 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.03M as of Q2 2026.
Foresight Capital Management Advisors sold 60 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $30K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.44% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #13 holding.
Foresight Capital Management Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 15 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.