JWCA
DIA icon

J.W. Cole Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

J.W. Cole Advisors’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 		$25.2M Buy
48,257
+975
+2% +$487K 0.43% 35
2026
Q1 		$21.9M Buy
47,282
+1,214
+3% +$588K 0.74% 19
2025
Q4 		$7.12M Sell
46,068
-6
-0% -$2.84K 0.17% 119
2025
Q3 		$21.4M Buy
46,074
+13,852
+43% +$6.24M 0.41% 34
2025
Q2 		$14.2M Buy
32,222
+17,623
+121% +$7.31M 0.3% 57
2025
Q1 		$6.13M Sell
14,599
-16,328
-53% -$7.06M 0.19% 116
2024
Q4 		$13.2M Buy
30,927
+4,577
+17% +$1.98M 0.53% 28
2024
Q3 		$11.1M Buy
26,350
+5,628
+27% +$2.29M 0.47% 31
2024
Q2 		$8.11M Buy
20,722
+66
+0.3% +$25.6K 0.38% 47
2024
Q1 		$8.2M Buy
20,656
+751
+4% +$289K 0.41% 42
2023
Q4 		$7.5M Buy
19,905
+9,135
+85% +$3.19M 0.44% 44
2023
Q3 		$3.61M Sell
10,770
-782
-7% -$271K 0.27% 86
2023
Q2 		$3.97M Sell
11,552
-1,425
-11% -$480K 0.28% 82
2023
Q1 		$4.32M Sell
12,977
-349
-3% -$116K 0.31% 75
2022
Q4 		$4.42M Buy
13,326
+3,766
+39% +$1.22M 0.34% 73
2022
Q3 		$2.75M Sell
9,560
-797
-8% -$253K 0.23% 109
2022
Q2 		$3.19M Sell
10,357
-1,218
-11% -$398K 0.25% 93
2022
Q1 		$4.01M Sell
11,575
-3,212
-22% -$1.11M 0.27% 86
2021
Q4 		$5.37M Sell
14,787
-708
-5% -$252K 0.35% 59
2021
Q3 		$5.24M Sell
15,495
-8
-0.1% -$2.79K 0.37% 45
2021
Q2 		$5.35M Buy
15,503
+5,221
+51% +$1.78M 0.42% 52
2021
Q1 		$3.4M Buy
10,282
+2,201
+27% +$695K 0.33% 71
2020
Q4 		$2.47M Sell
8,081
-1,303
-14% -$379K 0.26% 95
2020
Q3 		$2.6M Sell
9,384
-1,384
-13% -$378K 0.2% 116
2020
Q2 		$2.78M Buy
+10,768
New +$2.65M 0.42% 66
2020
Q1 		– Sell
-13,928
Closed -$3.97M – 192
2019
Q4 		$3.97M Buy
+13,928
New +$3.84M 0.5% 43

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.W. Cole Advisors's DIA Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.1% in Q2 2026, buying an estimated $487K and bringing the position to 48,257 shares worth $25.2M. The position accounts for 0.43% of the portfolio, ranked #35.

J.W. Cole Advisors 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.

  • J.W. Cole Advisors held 48,257 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $25.2M as of Q2 2026.
  • J.W. Cole Advisors bought 975 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $487K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.43% of J.W. Cole Advisors's portfolio in Q2 2026, its #35 holding.
  • J.W. Cole Advisors 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 J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.