Glass Jacobson Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Glass Jacobson Investment 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	$190K	Buy	365 +5	+1%	+$2.5K	0.06%	204
2026 Q1	$167K	Buy	360 +180	+100%	+$87.2K	0.06%	208
2025 Q4	$86.5K	Hold	180	–	–	0.03%	253
2025 Q3	$83.5K	Sell	180 -141	-44%	-$63.6K	0.03%	252
2025 Q2	$141K	Sell	321 -360	-53%	-$149K	0.05%	201
2025 Q1	$290K	Hold	681	–	–	0.1%	196
2024 Q4	$290K	Buy	681 +46	+7%	+$19.9K	0.1%	196
2024 Q3	$269K	Buy	635 +170	+37%	+$69.1K	0.09%	199
2024 Q2	$182K	Hold	465	–	–	0.07%	220
2024 Q1	$185K	Hold	465	–	–	0.07%	216
2023 Q4	$175K	Sell	465 -135	-23%	-$47.2K	0.07%	220
2023 Q3	$201K	Buy	600 +285	+90%	+$98.8K	0.09%	198
2023 Q2	$108K	Buy	+315	New	+$106K	0.05%	253
2022 Q4	$337K	Buy	+1,017	New	+$331K	0.17%	157

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

Glass Jacobson Investment Advisors's DIA Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.4% in Q2 2026, buying an estimated $2.5K and bringing the position to 365 shares worth $190K. The position accounts for 0.06% of the portfolio, ranked #204.

Glass Jacobson Investment Advisors first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $337K in Q4 2022. 1,456 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Glass Jacobson Investment Advisors held 365 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $190K as of Q2 2026.
Glass Jacobson Investment Advisors bought 5 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #204 holding.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $337K in Q4 2022.
1,456 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.