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

Ground Swell Capital’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	–	Sell	-2,049	Closed	-$949K	–	167
2026 Q1	$949K	Buy	+2,049	New	+$993K	1.87%	8
2025 Q2	–	Sell	-744	Closed	-$312K	–	172
2025 Q1	$312K	Buy	+744	New	+$322K	0.67%	51
2021 Q4	–	Sell	-1,062	Closed	-$359K	–	83
2021 Q3	$359K	Buy	+1,062	New	+$371K	1.55%	17

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

Ground Swell Capital's DIA Position: Q2 2026 in Review

Ground Swell Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 2,049 shares — an estimated $949K sold.

Ground Swell Capital first reported a position in DIA in Q3 2021 and held it in 3 quarters. The position peaked at $949K in Q1 2026. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Ground Swell Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Ground Swell Capital sold 2,049 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $949K.
Ground Swell Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and held it in 3 quarters.
Ground Swell Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $949K in Q1 2026.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.