GC
DIA icon

Grimes & Company’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Grimes & Company’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 		$4.61M Sell
8,828
-16
-0.2% -$7.99K 0.1% 129
2026
Q1 		$4.1M Buy
8,844
+674
+8% +$327K 0.11% 123
2025
Q4 		$3.93M Buy
8,170
+162
+2% +$76.6K 0.09% 131
2025
Q3 		$3.71M Buy
8,008
+308
+4% +$139K 0.09% 131
2025
Q2 		$3.39M Buy
7,700
+61
+0.8% +$25.3K 0.09% 129
2025
Q1 		$3.21M Buy
7,639
+174
+2% +$75.3K 0.1% 116
2024
Q4 		$3.18M Buy
7,465
+122
+2% +$52.8K 0.09% 120
2024
Q3 		$3.11M Buy
7,343
+502
+7% +$204K 0.08% 117
2024
Q2 		$2.68M Buy
6,841
+354
+5% +$137K 0.08% 122
2024
Q1 		$2.58M Buy
6,487
+22
+0.3% +$8.47K 0.08% 121
2023
Q4 		$2.44M Buy
6,465
+1,194
+23% +$417K 0.08% 125
2023
Q3 		$1.77M Buy
5,271
+35
+0.7% +$12.1K 0.07% 131
2023
Q2 		$1.8M Sell
5,236
-109
-2% -$36.7K 0.06% 126
2023
Q1 		$1.78M Buy
5,345
+505
+10% +$168K 0.07% 119
2022
Q4 		$1.6M Buy
4,840
+1,546
+47% +$503K 0.07% 132
2022
Q3 		$946K Buy
3,294
+241
+8% +$76.6K 0.05% 144
2022
Q2 		$940K Buy
3,053
+264
+9% +$86.3K 0.05% 149
2022
Q1 		$967K Buy
2,789
+47
+2% +$16.3K 0.05% 160
2021
Q4 		$996K Sell
2,742
-74
-3% -$26.3K 0.05% 162
2021
Q3 		$953K Buy
2,816
+118
+4% +$41.2K 0.04% 158
2021
Q2 		$931K Buy
2,698
+107
+4% +$36.5K 0.04% 153
2021
Q1 		$856K Buy
2,591
+173
+7% +$54.6K 0.04% 152
2020
Q4 		$739K Buy
2,418
+138
+6% +$40.2K 0.04% 163
2020
Q3 		$633K Buy
2,280
+914
+67% +$250K 0.04% 161
2020
Q2 		$352K Sell
1,366
-1,197
-47% -$294K 0.02% 194
2020
Q1 		$562K Buy
2,563
+1,204
+89% +$320K 0.05% 149
2019
Q4 		$387K Buy
1,359
+3
+0.2% +$827 0.03% 198
2019
Q3 		$365K Buy
+1,356
New +$362K 0.03% 192

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Grimes & Company's DIA Position: Q2 2026 in Review

Grimes & Company reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.18% in Q2 2026, selling an estimated $7.99K and leaving 8,828 shares worth $4.61M. The position accounts for 0.1% of the portfolio, ranked #129.

Grimes & Company first reported a position in DIA in Q3 2019 and has held it in 28 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Grimes & Company held 8,828 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.61M as of Q2 2026.
  • Grimes & Company sold 16 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $7.99K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Grimes & Company's portfolio in Q2 2026, its #129 holding.
  • Grimes & Company first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and has held it in 28 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 Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.