Lakeshore Capital Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lakeshore Capital Group’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	$385K	Sell	736 -26	-3%	-$13K	0.28%	67
2026 Q1	$353K	Buy	762 +1	+0.1%	+$484	0.29%	70
2025 Q4	$366K	Buy	761 +2	+0.3%	+$946	0.29%	70
2025 Q3	$352K	Sell	759 -9,394	-93%	-$4.23M	0.28%	71
2025 Q2	$4.47M	Sell	10,153 -1,479	-13%	-$614K	3.97%	3
2025 Q1	$4.88M	Buy	11,632 +3,857	+50%	+$1.67M	4.71%	3
2024 Q4	$3.31M	Buy	+7,775	New	+$3.37M	5%	3

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

Lakeshore Capital Group's DIA Position: Q2 2026 in Review

Lakeshore Capital Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.4% in Q2 2026, selling an estimated $13K and leaving 736 shares worth $385K. The position accounts for 0.28% of the portfolio, ranked #67.

Lakeshore Capital Group first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.88M in Q1 2025. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Lakeshore Capital Group held 736 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $385K as of Q2 2026.
Lakeshore Capital Group sold 26 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $13K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.28% of Lakeshore Capital Group's portfolio in Q2 2026, its #67 holding.
Lakeshore Capital Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Lakeshore Capital Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.88M in Q1 2025.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.