Fortitude Family Office’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Fortitude Family Office’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	$185K	Hold	355	–	–	0.04%	136
2026 Q1	$164K	Sell	355 -1,328	-79%	-$643K	0.04%	132
2025 Q4	$809K	Sell	1,683 -64	-4%	-$30.3K	0.19%	84
2025 Q3	$810K	Sell	1,747 -1,171	-40%	-$528K	0.22%	77
2025 Q2	$1.29M	Buy	2,918 +1	+0%	+$415	0.42%	49
2025 Q1	$1.22M	Buy	2,917 +2	+0.1%	+$865	0.44%	36
2024 Q4	$1.24M	Buy	2,915 +2,502	+606%	+$1.08M	0.44%	37
2024 Q3	$175K	Buy	413 +1	+0.2%	+$406	0.07%	114
2024 Q2	$161K	Buy	412 +2	+0.5%	+$776	0.09%	93
2024 Q1	$163K	Buy	410 +2	+0.5%	+$770	0.11%	87
2023 Q4	$154K	Buy	+408	New	+$143K	0.11%	89

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

Fortitude Family Office's DIA Position: Q2 2026 in Review

Fortitude Family Office held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 355 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #136.

Fortitude Family Office first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q2 2025. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Fortitude Family Office held 355 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $185K as of Q2 2026.
Fortitude Family Office 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 0.04% of Fortitude Family Office's portfolio in Q2 2026, its #136 holding.
Fortitude Family Office first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.29M in Q2 2025.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.