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

Garrison Point 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	$216K	Buy	+414	New	+$207K	0.09%	170
2026 Q1	–	Sell	-421	Closed	-$202K	–	171
2025 Q4	$202K	Buy	+421	New	+$199K	0.09%	163
2024 Q2	–	Sell	-2,189	Closed	-$871K	–	146
2024 Q1	$871K	Buy	2,189 +1	+0%	+$385	0.56%	59
2023 Q4	$825K	Buy	2,188 +6	+0.3%	+$2.1K	0.58%	58
2023 Q3	$731K	Buy	2,182 +7	+0.3%	+$2.43K	0.57%	59
2023 Q2	$748K	Buy	2,175 +4	+0.2%	+$1.35K	0.54%	65
2023 Q1	$722K	Buy	2,171 +1	+0%	+$332	0.54%	62
2022 Q4	$719K	Hold	2,170	–	–	0.59%	63
2022 Q3	$623K	Hold	2,170	–	–	0.56%	64
2022 Q2	$668K	Hold	2,170	–	–	0.55%	59
2022 Q1	$753K	Buy	2,170 +10	+0.5%	+$3.47K	0.53%	64
2021 Q4	$785K	Hold	2,160	–	–	0.52%	62
2021 Q3	$731K	Hold	2,160	–	–	0.53%	63
2021 Q2	$745K	Hold	2,160	–	–	0.54%	63
2021 Q1	$713K	Sell	2,160 -29	-1%	-$9.15K	0.55%	64
2020 Q4	$669K	Hold	2,189	–	–	0.54%	65
2020 Q3	$607K	Hold	2,189	–	–	0.55%	59
2020 Q2	$564K	Buy	2,189 +368	+20%	+$90.5K	0.56%	58
2020 Q1	$399K	Buy	1,821 +50	+3%	+$13.3K	0.49%	68
2019 Q4	$505K	Hold	1,771	–	–	0.46%	77
2019 Q3	$477K	Hold	1,771	–	–	0.47%	77
2019 Q2	$471K	Hold	1,771	–	–	0.47%	80
2019 Q1	$459K	Hold	1,771	–	–	0.48%	76
2018 Q4	$413K	Buy	+1,771	New	+$442K	0.51%	73

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

Garrison Point Advisors's DIA Position: Q2 2026 in Review

Garrison Point Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 414 shares worth $216K. The stake represents 0.09% of the portfolio and ranks #170 among its holdings. This is a return to the name: Garrison Point Advisors previously reported a position in DIA as recently as Q4 2025.

Garrison Point Advisors first reported a position in DIA in Q4 2018 and has held it in 24 quarters since. The position peaked at $871K in Q1 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Garrison Point Advisors held 414 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $216K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Garrison Point Advisors position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of Garrison Point Advisors's portfolio in Q2 2026, its #170 holding.
Garrison Point Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 24 quarters since.
Garrison Point Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $871K in Q1 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.