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JT Stratford LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

JT Stratford LLC’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 		$534K Sell
1,023
-36
-3% -$18K 0.06% 210
2026
Q1 		$491K Sell
1,059
-64
-6% -$31K 0.06% 215
2025
Q4 		$540K Sell
1,123
-97
-8% -$45.9K 0.07% 208
2025
Q3 		$566K Sell
1,220
-128
-9% -$57.7K 0.08% 205
2025
Q2 		$594K Sell
1,348
-285
-17% -$118K 0.09% 183
2025
Q1 		$686K Sell
1,633
-504
-24% -$218K 0.12% 165
2024
Q4 		$909K Sell
2,137
-213
-9% -$92.2K 0.15% 147
2024
Q3 		$994K Buy
2,350
+18
+0.8% +$7.31K 0.17% 146
2024
Q2 		$912K Buy
2,332
+47
+2% +$18.2K 0.17% 143
2024
Q1 		$909K Buy
2,285
+9
+0.4% +$3.47K 0.18% 143
2023
Q4 		$858K Buy
2,276
+91
+4% +$31.8K 0.2% 129
2023
Q3 		$732K Buy
2,185
+419
+24% +$145K 0.19% 133
2023
Q2 		$607K Buy
1,766
+117
+7% +$39.4K 0.16% 144
2023
Q1 		$548K Sell
1,649
-1,221
-43% -$406K 0.16% 137
2022
Q4 		$951K Buy
2,870
+2,170
+310% +$705K 0.3% 88
2022
Q3 		$201K Sell
700
-151
-18% -$48K 0.07% 184
2022
Q2 		$262K Sell
851
-407
-32% -$133K 0.08% 182
2022
Q1 		$436K Sell
1,258
-326
-21% -$113K 0.13% 138
2021
Q4 		$575K Buy
1,584
+344
+28% +$122K 0.16% 121
2021
Q3 		$419K Buy
1,240
+242
+24% +$84.5K 0.13% 135
2021
Q2 		$344K Buy
998
+392
+65% +$134K 0.11% 160
2021
Q1 		$200K Buy
+606
New +$191K 0.07% 192
2018
Q4 		– Sell
-1,138
Closed -$301K – 108
2018
Q3 		$301K Sell
1,138
-358
-24% -$91.6K 0.17% 87
2018
Q2 		$363K Sell
1,496
-258
-15% -$63.3K 0.22% 78
2018
Q1 		$423K Buy
+1,754
New +$441K 0.26% 79

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

JT Stratford LLC's DIA Position: Q2 2026 in Review

JT Stratford LLC reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.4% in Q2 2026, selling an estimated $18K and leaving 1,023 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #210.

JT Stratford LLC first reported a position in DIA in Q1 2018 and has held it in 25 quarters since. The position peaked at $994K in Q3 2024. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • JT Stratford LLC held 1,023 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $534K as of Q2 2026.
  • JT Stratford LLC sold 36 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $18K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of JT Stratford LLC's portfolio in Q2 2026, its #210 holding.
  • JT Stratford LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 25 quarters since.
  • JT Stratford LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $994K in Q3 2024.
  • 1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.