L.J. Altfest & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

L.J. Altfest & 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	$230K	Buy	440 +1	+0.2%	+$499	0.02%	290
2026 Q1	$203K	Buy	+439	New	+$213K	0.02%	317
2022 Q4	–	Sell	-804	Closed	-$231K	–	261
2022 Q3	$231K	Buy	+804	New	+$256K	0.04%	240
2022 Q1	–	Sell	-1,474	Closed	-$535K	–	261
2021 Q4	$535K	Buy	+1,474	New	+$524K	0.1%	142
2017 Q4	–	Sell	-1,635	Closed	-$366K	–	157
2017 Q3	$366K	Hold	1,635	–	–	0.18%	110
2017 Q2	$349K	Hold	1,635	–	–	0.21%	103
2017 Q1	$337K	Buy	1,635 +144	+10%	+$29.4K	0.13%	102
2016 Q4	$294K	Buy	+1,491	New	+$281K	0.15%	110

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

L.J. Altfest & Co's DIA Position: Q2 2026 in Review

L.J. Altfest & Co increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.23% in Q2 2026, buying an estimated $499 and bringing the position to 440 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #290.

L.J. Altfest & Co first reported a position in DIA in Q4 2016 and has held it in 8 quarters since. The position peaked at $535K in Q4 2021. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

L.J. Altfest & Co held 440 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $230K as of Q2 2026.
L.J. Altfest & Co bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of L.J. Altfest & Co's portfolio in Q2 2026, its #290 holding.
L.J. Altfest & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 8 quarters since.
L.J. Altfest & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $535K in Q4 2021.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.