J. Goldman & Co
DIA icon

J. Goldman & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

J. Goldman & 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 		$9.8M Sell
18,842
-4,595
-20% -$2.29M 0.25% 106
2026
Q1 		$10.9M Buy
+23,437
New +$11.4M 0.32% 100
2025
Q4 		– Sell
-27,186
Closed -$12.6M – 601
2025
Q3 		$12.6M Sell
27,186
-30,647
-53% -$13.8M 0.32% 96
2025
Q2 		$25.5M Buy
57,833
+8,194
+17% +$3.4M 0.61% 45
2025
Q1 		$20.8M Buy
49,639
+24,851
+100% +$10.7M 0.51% 51
2024
Q4 		$10.5M Sell
24,788
-9,064
-27% -$3.92M 0.27% 109
2024
Q3 		$14.3M Buy
+33,852
New +$13.8M 0.4% 74
2023
Q4 		– Sell
-11,366
Closed -$3.81M – 370
2023
Q3 		$3.81M Buy
11,366
+5,645
+99% +$1.96M 0.13% 152
2023
Q2 		$1.97M Buy
+5,721
New +$1.93M 0.07% 210
2023
Q1 		– Sell
-12,536
Closed -$4.15M – 378
2022
Q4 		$4.15M Buy
12,536
+1,344
+12% +$437K 0.2% 118
2022
Q3 		$3.22M Buy
11,192
+5,121
+84% +$1.63M 0.15% 161
2022
Q2 		$1.87M Buy
6,071
+2,773
+84% +$907K 0.09% 207
2022
Q1 		$1.14M Sell
3,298
-1,126
-25% -$391K 0.05% 246
2021
Q4 		$1.61M Buy
4,424
+616
+16% +$219K 0.09% 226
2021
Q3 		$1.29M Buy
+3,808
New +$1.33M 0.06% 227
2021
Q1 		– Sell
-5,085
Closed -$1.56M – 457
2020
Q4 		$1.56M Buy
5,085
+2,234
+78% +$650K 0.08% 214
2020
Q3 		$791K Buy
2,851
+1,385
+94% +$378K 0.05% 228
2020
Q2 		$378K Sell
1,466
-669
-31% -$165K 0.02% 229
2020
Q1 		$468K Sell
2,135
-1,444
-40% -$384K 0.06% 175
2019
Q4 		$1.02M Sell
3,579
-3,468
-49% -$956K 0.07% 179
2019
Q3 		$1.9M Buy
7,047
+1,814
+35% +$484K 0.14% 160
2019
Q2 		$1.39M Buy
5,233
+2,170
+71% +$566K 0.1% 177
2019
Q1 		$794K Buy
3,063
+1,814
+145% +$456K 0.04% 212
2018
Q4 		$291K Sell
1,249
-5,407
-81% -$1.35M 0.02% 218
2018
Q3 		$1.76M Buy
+6,656
New +$1.7M 0.12% 156
2018
Q2 		– Sell
-40,000
Closed -$9.7M – 372
2018
Q1 		$9.7M Buy
+40,000
New +$10M 0.41% 61

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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 $468B AUM 17.69% 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 $483B AUM 41.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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 $1.84T AUM 33.86% 1-Year Est. Return

J. Goldman & Co's DIA Position: Q2 2026 in Review

J. Goldman & Co reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 20% in Q2 2026, selling an estimated $2.29M and leaving 18,842 shares worth $9.8M. The position accounts for 0.25% of the portfolio, ranked #106.

J. Goldman & Co first reported a position in DIA in Q1 2018 and has held it in 26 quarters since. The position peaked at $25.5M in Q2 2025. 1,462 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • J. Goldman & Co held 18,842 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.8M as of Q2 2026.
  • J. Goldman & Co sold 4,595 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.29M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of J. Goldman & Co's portfolio in Q2 2026, its #106 holding.
  • J. Goldman & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 26 quarters since.
  • J. Goldman & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $25.5M in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.