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

LM 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	$22M	Buy	42,166 +25,338	+151%	+$12.7M	2.54%	10
2026 Q1	$36.3K	Sell	16,828 -714	-4%	-$346K	0.57%	49
2025 Q4	$36.5K	Sell	17,542 -19,073	-52%	-$9.02M	0.66%	42
2025 Q3	$17M	Buy	36,615 +21,925	+149%	+$9.88M	2.45%	11
2025 Q2	$6.47M	Buy	14,690 +99	+0.7%	+$41.1K	0.83%	18
2025 Q1	$6.13M	Buy	14,591 +1,112	+8%	+$481K	1.1%	17
2024 Q4	$5.75M	Buy	13,479 +261	+2%	+$113K	1.03%	20
2024 Q3	$5.54M	Sell	13,218 -115	-0.9%	-$46.7K	1.13%	18
2024 Q2	$5.17M	Sell	13,333 -200	-1%	-$77.6K	0.91%	19
2024 Q1	$5.34M	Sell	13,533 -680	-5%	-$262K	0.85%	19
2023 Q4	$5.36M	Buy	+14,213	New	+$4.97M	1.08%	17

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

LM Advisors's DIA Position: Q2 2026 in Review

LM Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 151% in Q2 2026, buying an estimated $12.7M and bringing the position to 42,166 shares worth $22M. The position accounts for 2.54% of the portfolio, ranked #10.

LM Advisors first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

LM Advisors held 42,166 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $22M as of Q2 2026.
LM Advisors bought 25,338 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $12.7M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.54% of LM Advisors's portfolio in Q2 2026, its #10 holding.
LM Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.