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

Garde Capital’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	$603K	Hold	1,154	–	–	0.03%	153
2026 Q1	$535K	Hold	1,154	–	–	0.03%	131
2025 Q4	$555K	Hold	1,154	–	–	0.03%	140
2025 Q3	$535K	Hold	1,154	–	–	0.03%	159
2025 Q2	$509K	Hold	1,154	–	–	0.03%	157
2025 Q1	$485K	Hold	1,154	–	–	0.03%	157
2024 Q4	$491K	Buy	+1,154	New	+$500K	0.03%	141
2024 Q3	–	Sell	-721	Closed	-$282K	–	266
2024 Q2	$282K	Sell	721 -39	-5%	-$15.1K	0.02%	176
2024 Q1	$302K	Buy	760 +39	+5%	+$15K	0.02%	174
2023 Q4	$272K	Buy	721 +1	+0.1%	+$349	0.02%	176
2023 Q3	$241K	Hold	720	–	–	0.02%	181
2023 Q2	$248K	Hold	720	–	–	0.02%	200
2023 Q1	$240K	Buy	720 +5	+0.7%	+$1.66K	0.03%	168
2022 Q4	$237K	Hold	715	–	–	0.03%	160
2022 Q3	$206K	Hold	715	–	–	0.03%	159
2022 Q2	$220K	Sell	715 -251	-26%	-$82.1K	0.03%	178
2022 Q1	$335K	Sell	966 -210	-18%	-$72.8K	0.03%	157
2021 Q4	$427K	Buy	1,176 +205	+21%	+$72.8K	0.04%	145
2021 Q3	$329K	Buy	+971	New	+$339K	0.03%	154

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

Garde Capital's DIA Position: Q2 2026 in Review

Garde Capital held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,154 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #153.

Garde Capital first reported a position in DIA in Q3 2021 and has held it in 19 quarters since. 1,045 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Garde Capital held 1,154 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $603K as of Q2 2026.
Garde Capital 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 0.03% of Garde Capital's portfolio in Q2 2026, its #153 holding.
Garde Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 19 quarters since.
1,045 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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