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

LexAurum 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	$621K	Sell	1,189 -7	-0.6%	-$3.5K	0.07%	208
2026 Q1	$554K	Buy	+1,196	New	+$579K	0.07%	213
2025 Q3	$635K	Sell	1,370 -137	-9%	-$61.7K	0.09%	170
2025 Q2	$664K	Sell	1,507 -118	-7%	-$49K	0.1%	159
2025 Q1	$682K	Sell	1,625 -229	-12%	-$99K	0.13%	146
2024 Q4	$789K	Sell	1,854 -251	-12%	-$109K	0.16%	125
2024 Q3	$890K	Sell	2,105 -1,160	-36%	-$471K	0.2%	108
2024 Q2	$1.28M	Sell	3,265 -2,095	-39%	-$813K	0.31%	72
2024 Q1	$2.13M	Sell	5,360 -424	-7%	-$163K	0.54%	37
2023 Q4	$2.18M	Buy	5,784 +187	+3%	+$65.3K	0.57%	37
2023 Q3	$1.87M	Buy	5,597 +89	+2%	+$30.9K	0.55%	38
2023 Q2	$1.89M	Sell	5,508 -2	-0%	-$673	0.57%	37
2023 Q1	$1.83M	Buy	5,510 +1,270	+30%	+$422K	0.61%	35
2022 Q4	$1.4M	Buy	4,240 +387	+10%	+$126K	0.5%	42
2022 Q3	$1.11M	Buy	3,853 +89	+2%	+$28.3K	0.43%	51
2022 Q2	$1.16M	Buy	3,764 +184	+5%	+$60.2K	0.43%	47
2022 Q1	$1.24M	Buy	3,580 +450	+14%	+$156K	0.41%	51
2021 Q4	$1.14M	Buy	3,130 +857	+38%	+$304K	0.37%	51
2021 Q3	$769K	Buy	2,273 +57	+3%	+$19.9K	0.23%	115
2021 Q2	$764K	Sell	2,216 -154	-6%	-$52.6K	0.23%	113
2021 Q1	$782K	Buy	2,370 +140	+6%	+$44.2K	0.27%	87
2020 Q4	$682K	Sell	2,230 -12	-0.5%	-$3.49K	0.24%	100
2020 Q3	$622K	Buy	2,242 +213	+10%	+$58.2K	0.26%	86
2020 Q2	$523K	Buy	2,029 +509	+33%	+$125K	0.29%	78
2020 Q1	$333K	Buy	+1,520	New	+$404K	0.23%	95
2019 Q2	–	Sell	-9,088	Closed	-$2.35M	–	176
2019 Q1	$2.35M	Buy	+9,088	New	+$2.29M	1.56%	15
2018 Q3	–	Sell	-7,399	Closed	-$1.8M	–	163
2018 Q2	$1.8M	Buy	7,399 +311	+4%	+$76.4K	1.59%	16
2018 Q1	$1.71M	Buy	7,088 +1,394	+24%	+$350K	1.45%	14
2017 Q4	$1.47M	Buy	+5,694	New	+$1.35M	1.38%	13

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LexAurum Advisors's DIA Position: Q2 2026 in Review

LexAurum Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.59% in Q2 2026, selling an estimated $3.5K and leaving 1,189 shares worth $621K. The position accounts for 0.07% of the portfolio, ranked #208.

LexAurum Advisors first reported a position in DIA in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.35M in Q1 2019. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

LexAurum Advisors held 1,189 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $621K as of Q2 2026.
LexAurum Advisors sold 7 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of LexAurum Advisors's portfolio in Q2 2026, its #208 holding.
LexAurum Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 29 quarters since.
LexAurum Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.35M in Q1 2019.
738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.