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
2023 Q1	–	Sell	-500	Closed	-$166K	–	275
2022 Q4	$166K	Buy	+500	New	+$163K	0.03%	258

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fort Point Capital Partners's DIA Position: Q1 2026 in Review

Fort Point Capital Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 569 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #194.

Fort Point Capital Partners first reported a position in DIA in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.42M in Q2 2025. 1,364 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Fort Point Capital Partners held 569 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $264K as of Q1 2026.
Fort Point Capital Partners left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Fort Point Capital Partners's portfolio in Q1 2026, its #194 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 20 quarters since.
Fort Point Capital Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.42M in Q2 2025.
1,364 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.