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

Hutchinson 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
2025 Q2	–	Sell	-518	Closed	-$217K	–	94
2025 Q1	$217K	Sell	518 -315	-38%	-$136K	0.04%	85
2024 Q4	$354K	Sell	833 -59	-7%	-$25.5K	0.07%	75
2024 Q3	$377K	Hold	892	–	–	0.07%	70
2024 Q2	$349K	Sell	892 -39	-4%	-$15.1K	0.07%	69
2024 Q1	$370K	Hold	931	–	–	0.08%	63
2023 Q4	$351K	Sell	931 -69	-7%	-$24.1K	0.08%	66
2023 Q3	$335K	Hold	1,000	–	–	0.08%	64
2023 Q2	$344K	Hold	1,000	–	–	0.08%	64
2023 Q1	$333K	Hold	1,000	–	–	0.09%	56
2022 Q4	$331K	Hold	1,000	–	–	0.09%	57
2022 Q3	$287K	Hold	1,000	–	–	0.08%	64
2022 Q2	$308K	Hold	1,000	–	–	0.08%	66
2022 Q1	$347K	Buy	+1,000	New	+$347K	0.08%	62

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

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

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

Hutchinson Capital Management's DIA Position: Q2 2025 in Review

Hutchinson Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 518 shares — an estimated $217K sold.

Hutchinson Capital Management first reported a position in DIA in Q1 2022 and held it in 13 quarters. The position peaked at $377K in Q3 2024. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Hutchinson Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
Hutchinson Capital Management sold 518 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $217K.
Hutchinson Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and held it in 13 quarters.
Hutchinson Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $377K in Q3 2024.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Hutchinson Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.