Fort Point Capital Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Fort Point Capital 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	$298K	Hold	569	–	–	0.02%	209
2026 Q1	$264K	Hold	569	–	–	0.03%	194
2025 Q4	$281K	Hold	569	–	–	0.03%	201
2025 Q3	$265K	Sell	569 -2,635	-82%	-$1.19M	0.03%	195
2025 Q2	$1.42M	Sell	3,204 -4	-0.1%	-$1.66K	0.1%	117
2025 Q1	$1.35M	Sell	3,208 -102	-3%	-$44.1K	0.15%	101
2024 Q4	$1.41M	Buy	3,310 +80	+2%	+$34.6K	0.15%	99
2024 Q3	$1.37M	Buy	3,230 +567	+21%	+$230K	0.17%	87
2024 Q2	$1.04M	Buy	2,663 +1	+0%	+$388	0.13%	114
2024 Q1	$1.06M	Hold	2,662	–	–	0.14%	115
2023 Q4	$1M	Sell	2,662 -1	-0%	-$349	0.14%	104
2023 Q3	$892K	Buy	2,663 +1	+0%	+$347	0.14%	102
2023 Q2	$915K	Buy	2,662 +6	+0.2%	+$2.02K	0.13%	104
2023 Q1	$883K	Sell	2,656 -39	-1%	-$13K	0.13%	111
2022 Q4	$893K	Buy	2,695 +1	+0%	+$325	0.14%	108
2022 Q3	$774K	Buy	2,694 +41	+2%	+$13K	0.13%	116
2022 Q2	$817K	Buy	2,653 +21	+0.8%	+$6.87K	0.13%	113
2022 Q1	$913K	Buy	2,632 +331	+14%	+$115K	0.13%	113
2021 Q4	$836K	Buy	2,301 +13	+0.6%	+$4.62K	0.11%	117
2021 Q3	$774K	Buy	+2,288	New	+$799K	0.12%	103
2018 Q2	–	Sell	-1,708	Closed	-$412K	–	136
2018 Q1	$412K	Buy	+1,708	New	+$429K	0.15%	91

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

Fort Point Capital Partners's DIA Position: Q2 2026 in Review

Fort Point Capital Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 569 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #209.

Fort Point Capital Partners first reported a position in DIA in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.42M in Q2 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Fort Point Capital Partners held 569 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $298K as of Q2 2026.
Fort Point Capital Partners 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 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #209 holding.
Fort Point Capital Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 21 quarters since.
Fort Point Capital Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.42M in Q2 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.