JTC Employer Solutions Trustee’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

JTC Employer Solutions Trustee’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	$3.59M	Hold	6,868	–	–	0.29%	37
2026 Q1	$3.18M	Hold	6,868	–	–	0.27%	38
2025 Q4	$3.3M	Hold	6,868	–	–	0.22%	39
2025 Q3	$3.19M	Hold	6,868	–	–	0.27%	38
2025 Q2	$3.03M	Hold	6,868	–	–	0.29%	34
2025 Q1	$2.88M	Hold	6,868	–	–	0.24%	34
2024 Q4	$2.92M	Sell	6,868 -113	-2%	-$48.9K	0.21%	39
2024 Q3	$2.95M	Hold	6,981	–	–	0.19%	37
2024 Q2	$2.73M	Hold	6,981	–	–	0.18%	37
2024 Q1	$2.78M	Hold	6,981	–	–	0.18%	41
2023 Q4	$2.63M	Hold	6,981	–	–	0.24%	43
2023 Q3	$2.34M	Hold	6,981	–	–	0.22%	42
2023 Q2	$2.4M	Hold	6,981	–	–	0.23%	42
2023 Q1	$2.32M	Hold	6,981	–	–	0.25%	41
2022 Q4	$2.31M	Hold	6,981	–	–	0.2%	39
2022 Q3	$2.01M	Buy	6,981 +681	+11%	+$216K	0.33%	36
2022 Q2	$1.94M	Hold	6,300	–	–	0.25%	35
2022 Q1	$2.19M	Hold	6,300	–	–	0.24%	37
2021 Q4	$2.29M	Hold	6,300	–	–	0.28%	36
2021 Q3	$2.13M	Hold	6,300	–	–	0.29%	35
2021 Q2	$2.17M	Buy	+6,300	New	+$2.15M	0.32%	21

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

JTC Employer Solutions Trustee's DIA Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 6,868 shares worth $3.59M. The position accounts for 0.29% of the portfolio, ranked #37.

JTC Employer Solutions Trustee first reported a position in DIA in Q2 2021 and has held it in 21 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

JTC Employer Solutions Trustee held 6,868 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.59M as of Q2 2026.
JTC Employer Solutions Trustee left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.29% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #37 holding.
JTC Employer Solutions Trustee first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and has held it in 21 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 JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.