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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
2017
Q2 		– Sell
-100,000
Closed -$20.6M – 322
2017
Q1 		$20.6M Buy
100,000
+50,000
+100% +$10.2M 1.02% 18
2016
Q4 		$9.88M Buy
+50,000
New +$9.43M 0.65% 40
2014
Q2 		– Sell
-202,500
Closed -$33.3M – 255
2014
Q1 		$33.3M Buy
+202,500
New +$32.7M 2.45% 5

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

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. 1,446 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.
  • 1,446 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.