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

Freestone Capital Holdings’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	$418K	Buy	+800	New	+$400K	0.01%	421

Other funds holding DIA

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Freestone Capital Holdings's DIA Position: Q2 2026 in Review

Freestone Capital Holdings reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 18% in Q2 2026, selling an estimated $71.4K and leaving 661 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #457.

Freestone Capital Holdings first reported a position in DIA in Q3 2017 and has held it in 22 quarters since. The position peaked at $555K in Q4 2017. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Freestone Capital Holdings held 661 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $346K as of Q2 2026.
Freestone Capital Holdings sold 143 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $71.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #457 holding.
Freestone Capital Holdings first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and has held it in 22 quarters since.
Freestone Capital Holdings's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $555K in Q4 2017.
984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.