Latitude Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Latitude 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	$541K	Sell	1,036 -1,421	-58%	-$710K	0.22%	114
2026 Q1	$1.14M	Buy	2,457 +21	+0.9%	+$10.2K	0.52%	49
2025 Q4	$1.17M	Buy	2,436 +60	+3%	+$28.4K	0.52%	45
2025 Q3	$1.1M	Sell	2,376 -17	-0.7%	-$7.66K	0.5%	47
2025 Q2	$1.05M	Sell	2,393 -535	-18%	-$222K	0.53%	43
2025 Q1	$1.23M	Buy	2,928 +2,237	+324%	+$967K	0.71%	33
2024 Q4	$294K	Buy	+691	New	+$299K	0.17%	136
2023 Q1	–	Sell	-6,402	Closed	-$2.12M	–	171
2022 Q4	$2.12M	Buy	+6,402	New	+$2.08M	1.59%	11

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

Latitude Advisors's DIA Position: Q2 2026 in Review

Latitude Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 58% in Q2 2026, selling an estimated $710K and leaving 1,036 shares worth $541K. The position accounts for 0.22% of the portfolio, ranked #114.

Latitude Advisors first reported a position in DIA in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.12M in Q4 2022. 1,451 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Latitude Advisors held 1,036 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $541K as of Q2 2026.
Latitude Advisors sold 1,421 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $710K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.22% of Latitude Advisors's portfolio in Q2 2026, its #114 holding.
Latitude Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 8 quarters since.
Latitude Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.12M in Q4 2022.
1,451 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.