Halbert Hargrove Global Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Halbert Hargrove Global 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	$32.4K	Hold	62	–	–	﹤0.01%	239
2026 Q1	$28.7K	Hold	62	–	–	﹤0.01%	224
2025 Q4	$29.8K	Hold	62	–	–	﹤0.01%	228
2025 Q3	$28.8K	Hold	62	–	–	﹤0.01%	218
2025 Q2	$27.3K	Sell	62 -62	-50%	-$25.7K	﹤0.01%	174
2025 Q1	$52.1K	Sell	124 -14	-10%	-$6.05K	﹤0.01%	151
2024 Q4	$58.7K	Buy	+138	New	+$59.7K	﹤0.01%	140

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

Halbert Hargrove Global Advisors's DIA Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 62 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Halbert Hargrove Global Advisors first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.7K in Q4 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Halbert Hargrove Global Advisors held 62 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $32.4K as of Q2 2026.
Halbert Hargrove Global Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #239 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $58.7K in Q4 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.