Gotham Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Gotham Asset Management’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	$2.08M	Buy	3,982 +894	+29%	+$446K	﹤0.01%	1133
2026 Q1	$1.43M	Buy	3,088 +588	+24%	+$285K	﹤0.01%	1203
2025 Q4	$1.2M	Hold	2,500	–	–	﹤0.01%	1202
2025 Q3	$1.16M	Hold	2,500	–	–	0.01%	1152
2025 Q2	$1.1M	Hold	2,500	–	–	0.01%	1113
2025 Q1	$1.05M	Buy	+2,500	New	+$1.08M	0.01%	996

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

Gotham Asset Management's DIA Position: Q2 2026 in Review

Gotham Asset Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 29% in Q2 2026, buying an estimated $446K and bringing the position to 3,982 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Gotham Asset Management first reported a position in DIA in Q1 2025 and has held it in 6 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Gotham Asset Management held 3,982 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.08M as of Q2 2026.
Gotham Asset Management bought 894 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $446K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1133 holding.
Gotham Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 6 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.