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

Howard 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 Q2	$239K	Sell	458 -41	-8%	-$20.5K	﹤0.01%	403
2026 Q1	$231K	Sell	499 -5	-1%	-$2.42K	﹤0.01%	310
2025 Q4	$242K	Buy	504 +62	+14%	+$29.3K	﹤0.01%	394
2025 Q3	$205K	Buy	+442	New	+$199K	﹤0.01%	418
2025 Q2	–	Sell	-1,515	Closed	-$636K	–	407
2025 Q1	$636K	Buy	1,515 +5	+0.3%	+$2.16K	0.02%	241
2024 Q4	$643K	Buy	1,510 +89	+6%	+$38.5K	0.01%	264
2024 Q3	$601K	Buy	1,421 +34	+2%	+$13.8K	0.01%	260
2024 Q2	$542K	Buy	1,387 +118	+9%	+$45.8K	0.05%	62
2024 Q1	$505K	Sell	1,269 -6	-0.5%	-$2.31K	0.06%	59
2023 Q4	$481K	Buy	+1,275	New	+$446K	0.06%	49

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

Howard Capital Management's DIA Position: Q2 2026 in Review

Howard Capital Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.2% in Q2 2026, selling an estimated $20.5K and leaving 458 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Howard Capital Management first reported a position in DIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $643K in Q4 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Howard Capital Management held 458 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $239K as of Q2 2026.
Howard Capital Management sold 41 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $20.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Howard Capital Management's portfolio in Q2 2026, its #403 holding.
Howard Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 10 quarters since.
Howard Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $643K in Q4 2024.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.