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

Hall Capital Management’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 Q1	$279K	Hold	562	–	–	0.1%	98
2025 Q4	$270K	Hold	562	–	–	0.1%	86
2025 Q3	$261K	Hold	562	–	–	0.1%	87
2025 Q2	$248K	Hold	562	–	–	0.1%	88
2025 Q1	$236K	Hold	562	–	–	0.11%	88
2024 Q4	$239K	Buy	+562	New	+$243K	0.11%	94
2024 Q2	$286K	Hold	732	–	–	0.14%	83
2024 Q1	$291K	Hold	732	–	–	0.14%	87
2023 Q4	$276K	Hold	732	–	–	0.16%	82
2023 Q3	$245K	Hold	732	–	–	0.16%	85
2023 Q2	$252K	Hold	732	–	–	0.14%	87
2023 Q1	$243K	Hold	732	–	–	0.14%	88
2022 Q4	$243K	Hold	732	–	–	0.15%	87
2022 Q3	$210K	Hold	732	–	–	0.14%	90
2022 Q2	$225K	Hold	732	–	–	0.15%	88
2022 Q1	$254K	Sell	732 -80	-10%	-$27.8K	0.15%	90
2021 Q4	$295K	Hold	812	–	–	0.17%	88
2021 Q3	$275K	Hold	812	–	–	0.18%	87
2021 Q2	$280K	Buy	+812	New	+$277K	0.18%	87
2020 Q4	$248K	Hold	812	–	–	0.18%	82
2020 Q3	$225K	Hold	812	–	–	0.18%	78
2020 Q2	$209K	Buy	+812	New	+$200K	0.18%	77
2020 Q1	–	Sell	-812	Closed	-$232K	–	79
2019 Q4	$232K	Hold	812	–	–	0.19%	77
2019 Q3	$219K	Hold	812	–	–	0.19%	77
2019 Q2	$216K	Hold	812	–	–	0.18%	80
2019 Q1	$210K	Buy	+812	New	+$204K	0.18%	81
2018 Q4	–	Sell	-812	Closed	-$215K	–	80
2018 Q3	$215K	Buy	+812	New	+$208K	0.19%	81
2018 Q1	–	Sell	-812	Closed	-$201K	–	85
2017 Q4	$201K	Buy	+812	New	+$192K	0.18%	86

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hall Capital Management's DIA Position: Q1 2026 in Review

Hall Capital Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 562 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #98.

Hall Capital Management first reported a position in DIA in Q4 2017 and has held it in 28 quarters since. The position peaked at $295K in Q4 2021. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Hall Capital Management held 562 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $279K as of Q1 2026.
Hall Capital Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Hall Capital Management's portfolio in Q1 2026, its #98 holding.
Hall Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 28 quarters since.
Hall Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $295K in Q4 2021.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.