Gladstone Institutional Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Gladstone Institutional Advisory’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	$9.3M	Buy	17,804 +79	+0.4%	+$39.5K	0.29%	70
2026 Q1	$8.21M	Buy	17,725 +435	+3%	+$211K	0.3%	69
2025 Q4	$8.31M	Sell	17,290 -538	-3%	-$254K	0.31%	70
2025 Q3	$8.27M	Sell	17,828 -161	-0.9%	-$72.6K	0.32%	67
2025 Q2	$7.93M	Buy	17,989 +692	+4%	+$287K	0.33%	63
2025 Q1	$7.26M	Buy	17,297 +1,107	+7%	+$479K	0.34%	70
2024 Q4	$6.89M	Sell	16,190 -1,250	-7%	-$541K	0.32%	73
2024 Q3	$7.38M	Buy	17,440 +366	+2%	+$149K	0.36%	69
2024 Q2	$6.68M	Buy	17,074 +15	+0.1%	+$5.82K	0.35%	70
2024 Q1	$6.79M	Buy	17,059 +464	+3%	+$179K	0.37%	65
2023 Q4	$6.25M	Buy	16,595 +188	+1%	+$65.7K	0.35%	73
2023 Q3	$5.5M	Sell	16,407 -651	-4%	-$226K	0.36%	72
2023 Q2	$5.87M	Buy	17,058 +623	+4%	+$210K	0.36%	72
2023 Q1	$5.47M	Sell	16,435 -364	-2%	-$121K	0.35%	70
2022 Q4	$5.57M	Sell	16,799 -328	-2%	-$107K	0.39%	62
2022 Q3	$4.92M	Buy	17,127 +647	+4%	+$206K	0.38%	60
2022 Q2	$5.07M	Buy	16,480 +1,055	+7%	+$345K	0.4%	54
2022 Q1	$5.35M	Buy	15,425 +1,221	+9%	+$424K	0.36%	64
2021 Q4	$5.16M	Buy	14,204 +399	+3%	+$142K	0.4%	68
2021 Q3	$4.67M	Buy	13,805 +703	+5%	+$246K	0.46%	56
2021 Q2	$4.52M	Buy	13,102 +2,775	+27%	+$947K	0.54%	47
2021 Q1	$3.41M	Buy	10,327 +5,247	+103%	+$1.66M	0.53%	52
2020 Q4	$1.55M	Buy	5,080 +1,346	+36%	+$392K	0.31%	75
2020 Q3	$1.04M	Buy	3,734 +581	+18%	+$159K	0.25%	93
2020 Q2	$813K	Buy	3,153 +74	+2%	+$18.2K	0.21%	98
2020 Q1	$675K	Buy	3,079 +616	+25%	+$164K	0.17%	116
2019 Q4	$702K	Buy	2,463 +193	+9%	+$53.2K	0.17%	109
2019 Q3	$611K	Buy	2,270 +346	+18%	+$92.3K	0.16%	115
2019 Q2	$512K	Buy	1,924 +454	+31%	+$119K	0.16%	134
2019 Q1	$381K	Buy	1,470 +17	+1%	+$4.28K	0.14%	133
2018 Q4	$339K	Buy	+1,453	New	+$363K	0.2%	116

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

Gladstone Institutional Advisory's DIA Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.45% in Q2 2026, buying an estimated $39.5K and bringing the position to 17,804 shares worth $9.3M. The position accounts for 0.29% of the portfolio, ranked #70.

Gladstone Institutional Advisory first reported a position in DIA in Q4 2018 and has held it in 31 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Gladstone Institutional Advisory held 17,804 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.3M as of Q2 2026.
Gladstone Institutional Advisory bought 79 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $39.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.29% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #70 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 31 quarters since.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.