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	$9.84M	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	$3.21M	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	-$1.55M	–	457
2020 Q4	$1.55M	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	-$9.66M	–	372
2018 Q1	$9.66M	Buy	+40,000	New	+$10M	0.41%	61

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

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 $9.84M. 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. 1,444 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 $9.84M 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.
1,444 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.