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

Fortis Capital 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	$386K	Sell	739 -104	-12%	-$51.9K	0.04%	288
2026 Q1	$390K	Sell	843 -91	-10%	-$44.1K	0.05%	266
2025 Q4	$449K	Sell	934 -55	-6%	-$26K	0.07%	205
2025 Q3	$459K	Hold	989	–	–	0.07%	190
2025 Q2	$436K	Hold	989	–	–	0.08%	168
2025 Q1	$415K	Buy	989 +58	+6%	+$25.1K	0.08%	173
2024 Q4	$387K	Buy	931 +55	+6%	+$23.8K	0.13%	127
2024 Q3	$371K	Sell	876 -29	-3%	-$11.8K	0.12%	129
2024 Q2	$354K	Buy	905 +388	+75%	+$151K	0.13%	127
2024 Q1	$206K	Buy	+517	New	+$199K	0.09%	154
2023 Q2	–	Sell	-113	Closed	-$37.6K	–	233
2023 Q1	$37.6K	Sell	113 -122	-52%	-$40.5K	0.02%	320
2022 Q4	$77.9K	Buy	+235	New	+$76.4K	0.05%	249

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

Fortis Capital Advisors's DIA Position: Q2 2026 in Review

Fortis Capital Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 12% in Q2 2026, selling an estimated $51.9K and leaving 739 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #288.

Fortis Capital Advisors first reported a position in DIA in Q4 2022 and has held it in 12 quarters since. The position peaked at $459K in Q3 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Fortis Capital Advisors held 739 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $386K as of Q2 2026.
Fortis Capital Advisors sold 104 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $51.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #288 holding.
Fortis Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 12 quarters since.
Fortis Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $459K in Q3 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 Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.