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

Gradient Capital 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	$248K	Buy	475 +12	+3%	+$5.99K	0.06%	156
2026 Q1	$214K	Hold	463	–	–	0.06%	167
2025 Q4	$223K	Hold	463	–	–	0.06%	166
2025 Q3	$215K	Hold	463	–	–	0.06%	159
2025 Q2	$204K	Buy	+463	New	+$192K	0.06%	156
2020 Q2	–	Sell	-2,452	Closed	-$538K	–	98
2020 Q1	$538K	Buy	+2,452	New	+$651K	0.43%	51

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

Gradient Capital Advisors's DIA Position: Q2 2026 in Review

Gradient Capital Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.6% in Q2 2026, buying an estimated $5.99K and bringing the position to 475 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #156.

Gradient Capital Advisors first reported a position in DIA in Q1 2020 and has held it in 6 quarters since. The position peaked at $538K in Q1 2020. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Gradient Capital Advisors held 475 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $248K as of Q2 2026.
Gradient Capital Advisors bought 12 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $5.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Gradient Capital Advisors's portfolio in Q2 2026, its #156 holding.
Gradient Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 6 quarters since.
Gradient Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $538K in Q1 2020.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.