Harbor Investment Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Harbor Investment Advisory’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	$43.9K	Hold	84	–	–	﹤0.01%	787
2026 Q1	$38.9K	Hold	84	–	–	﹤0.01%	662
2025 Q4	$40.4K	Buy	84 +1	+1%	+$473	﹤0.01%	698
2025 Q3	$38.5K	Sell	83 -219	-73%	-$98.7K	﹤0.01%	683
2025 Q2	$133K	Hold	302	–	–	0.01%	439
2025 Q1	$127K	Hold	302	–	–	0.01%	429
2024 Q4	$129K	Hold	302	–	–	0.01%	409
2024 Q3	$128K	Hold	302	–	–	0.01%	406
2024 Q2	$118K	Hold	302	–	–	0.01%	412
2024 Q1	$120K	Hold	302	–	–	0.01%	409
2023 Q4	$114K	Hold	302	–	–	0.01%	398
2023 Q3	$101K	Hold	302	–	–	0.01%	394
2023 Q2	$104K	Hold	302	–	–	0.01%	487
2023 Q1	$100K	Hold	302	–	–	0.02%	493
2022 Q4	$100K	Hold	302	–	–	0.02%	491
2022 Q3	$87K	Hold	302	–	–	0.01%	507
2022 Q2	$93K	Buy	302 +2	+0.7%	+$654	0.01%	516
2022 Q1	$104K	Hold	300	–	–	0.01%	525
2021 Q4	$109K	Buy	300 +1	+0.3%	+$355	0.01%	514
2021 Q3	$101K	Sell	299 -105	-26%	-$36.7K	0.01%	526
2021 Q2	$139K	Buy	404 +1	+0.2%	+$341	0.02%	433
2021 Q1	$133K	Buy	403 +1	+0.2%	+$316	0.02%	415
2020 Q4	$123K	Buy	402 +2	+0.5%	+$582	0.02%	405
2020 Q3	$111K	Buy	400 +317	+382%	+$86.6K	0.02%	364
2020 Q2	$21K	Hold	83	–	–	﹤0.01%	617
2020 Q1	$18K	Sell	83 -67	-45%	-$17.8K	﹤0.01%	596
2019 Q4	$43K	Buy	+150	New	+$41.3K	0.01%	440

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

Harbor Investment Advisory's DIA Position: Q2 2026 in Review

Harbor Investment Advisory held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 84 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Harbor Investment Advisory first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $139K in Q2 2021. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Harbor Investment Advisory held 84 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $43.9K as of Q2 2026.
Harbor Investment Advisory 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 Harbor Investment Advisory's portfolio in Q2 2026, its #787 holding.
Harbor Investment Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $139K in Q2 2021.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.