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

IEQ Capital’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 		$5.83M Buy
11,168
+314
+3% +$157K 0.03% 467
2026
Q1 		$5.03M Buy
10,854
+2,344
+28% +$1.14M 0.02% 505
2025
Q4 		$4.09M Buy
8,510
+3,311
+64% +$1.57M 0.01% 577
2025
Q3 		$2.41M Sell
5,199
-193
-4% -$87K 0.01% 702
2025
Q2 		$2.38M Sell
5,392
-3,997
-43% -$1.66M 0.01% 601
2025
Q1 		$3.94M Buy
9,389
+4,788
+104% +$2.07M 0.03% 397
2024
Q4 		$1.96M Sell
4,601
-148
-3% -$64.1K 0.02% 500
2024
Q3 		$2.01M Buy
4,749
+351
+8% +$143K 0.02% 375
2024
Q2 		$1.72M Buy
4,398
+1,203
+38% +$467K 0.02% 368
2024
Q1 		$1.27M Buy
3,195
+166
+5% +$64K 0.02% 411
2023
Q4 		$1.14M Sell
3,029
-1,362
-31% -$476K 0.02% 400
2023
Q3 		$1.47M Sell
4,391
-28
-0.6% -$9.71K 0.03% 313
2023
Q2 		$1.52M Buy
4,419
+28
+0.6% +$9.42K 0.03% 311
2023
Q1 		$1.46M Buy
4,391
+33
+0.8% +$11K 0.03% 305
2022
Q4 		$1.44M Hold
4,358
– – 0.04% 297
2022
Q3 		$1.25M Hold
4,358
– – 0.03% 317
2022
Q2 		$1.34M Hold
4,358
– – 0.04% 260
2022
Q1 		$1.51M Buy
4,358
+225
+5% +$78.1K 0.04% 257
2021
Q4 		$1.5M Hold
4,133
– – 0.03% 232
2021
Q3 		$1.4M Hold
4,133
– – 0.04% 229
2021
Q2 		$1.43M Hold
4,133
– – 0.04% 206
2021
Q1 		$1.36M Buy
+4,133
New +$1.3M 0.06% 175
2020
Q4 		– Sell
-4,126
Closed -$1.15M – 265
2020
Q3 		$1.15M Hold
4,126
– – 0.06% 158
2020
Q2 		$1.06M Buy
4,126
+11
+0.3% +$2.71K 0.07% 147
2020
Q1 		$902K Sell
4,115
-659
-14% -$175K 0.07% 151
2019
Q4 		$1.36M Buy
+4,774
New +$1.32M 0.12% 122

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IEQ Capital's DIA Position: Q2 2026 in Review

IEQ Capital increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.9% in Q2 2026, buying an estimated $157K and bringing the position to 11,168 shares worth $5.83M. The position accounts for 0.03% of the portfolio, ranked #467.

IEQ Capital first reported a position in DIA in Q4 2019 and has held it in 26 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • IEQ Capital held 11,168 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.83M as of Q2 2026.
  • IEQ Capital bought 314 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $157K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #467 holding.
  • IEQ Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.