HM Payson & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

HM Payson & Co’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	$287K	Sell	550 -190	-26%	-$94.9K	﹤0.01%	390
2026 Q1	$343K	Hold	740	–	–	﹤0.01%	350
2025 Q4	$356K	Hold	740	–	–	0.01%	341
2025 Q3	$343K	Buy	740 +200	+37%	+$90.1K	﹤0.01%	348
2025 Q2	$238K	Hold	540	–	–	﹤0.01%	383
2025 Q1	$227K	Buy	540 +100	+23%	+$43.2K	﹤0.01%	391
2024 Q4	$187K	Hold	440	–	–	﹤0.01%	436
2024 Q3	$186K	Hold	440	–	–	﹤0.01%	429
2024 Q2	$172K	Hold	440	–	–	﹤0.01%	424
2024 Q1	$175K	Buy	440 +80	+22%	+$30.8K	﹤0.01%	428
2023 Q4	$136K	Sell	360 -360	-50%	-$126K	﹤0.01%	447
2023 Q3	$241K	Buy	+720	New	+$250K	0.01%	348
2022 Q1	–	Sell	-23	Closed	-$8K	–	1072
2021 Q4	$8K	Buy	+23	New	+$8.17K	﹤0.01%	894

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

HM Payson & Co's DIA Position: Q2 2026 in Review

HM Payson & Co reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 26% in Q2 2026, selling an estimated $94.9K and leaving 550 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

HM Payson & Co first reported a position in DIA in Q4 2021 and has held it in 13 quarters since. The position peaked at $356K in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

HM Payson & Co held 550 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $287K as of Q2 2026.
HM Payson & Co sold 190 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $94.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #390 holding.
HM Payson & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 13 quarters since.
HM Payson & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $356K in Q4 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.