Great Diamond Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Great Diamond Partners’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	$261K	Sell	500 -8	-2%	-$4K	0.04%	218
2026 Q1	$236K	Buy	508 +1	+0.2%	+$484	0.05%	218
2025 Q4	$243K	Buy	507 +3	+0.6%	+$1.42K	0.05%	210
2025 Q3	$234K	Buy	504 +1	+0.2%	+$451	0.05%	212
2025 Q2	$221K	Buy	503 +2	+0.4%	+$830	0.05%	211
2025 Q1	$210K	Buy	501 +1	+0.2%	+$432	0.06%	171
2024 Q4	$213K	Hold	500	–	–	0.06%	176
2024 Q3	$212K	Buy	+500	New	+$203K	0.05%	185
2024 Q1	–	Sell	-836	Closed	-$315K	–	228
2023 Q4	$315K	Hold	836	–	–	0.08%	172
2023 Q3	$280K	Buy	+836	New	+$290K	0.08%	178

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

Great Diamond Partners's DIA Position: Q2 2026 in Review

Great Diamond Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.6% in Q2 2026, selling an estimated $4K and leaving 500 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #218.

Great Diamond Partners first reported a position in DIA in Q3 2023 and has held it in 10 quarters since. The position peaked at $315K in Q4 2023. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Great Diamond Partners held 500 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $261K as of Q2 2026.
Great Diamond Partners sold 8 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Great Diamond Partners's portfolio in Q2 2026, its #218 holding.
Great Diamond Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 10 quarters since.
Great Diamond Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $315K in Q4 2023.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.