Lodestar Private Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lodestar Private Asset Management’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	$930K	Sell	1,781 -41	-2%	-$20.5K	0.08%	121
2026 Q1	$844K	Buy	1,822 +350	+24%	+$170K	0.08%	113
2025 Q4	$707K	Sell	1,472 -79	-5%	-$37.4K	0.07%	129
2025 Q3	$719K	Sell	1,551 -5	-0.3%	-$2.25K	0.08%	124
2025 Q2	$686K	Hold	1,556	–	–	0.08%	121
2025 Q1	$653K	Sell	1,556 -75	-5%	-$32.4K	0.08%	124
2024 Q4	$694K	Sell	1,631 -121	-7%	-$52.4K	0.09%	117
2024 Q3	$741K	Hold	1,752	–	–	0.09%	114
2024 Q2	$685K	Sell	1,752 -75	-4%	-$29.1K	0.09%	116
2024 Q1	$727K	Sell	1,827 -25	-1%	-$9.63K	0.1%	108
2023 Q4	$698K	Sell	1,852 -40	-2%	-$14K	0.11%	112
2023 Q3	$634K	Sell	1,892 -10	-0.5%	-$3.47K	0.11%	111
2023 Q2	$654K	Hold	1,902	–	–	0.11%	109
2023 Q1	$633K	Sell	1,902 -25	-1%	-$8.31K	0.11%	108
2022 Q4	$638K	Buy	+1,927	New	+$626K	0.12%	107

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

Lodestar Private Asset Management's DIA Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.3% in Q2 2026, selling an estimated $20.5K and leaving 1,781 shares worth $930K. The position accounts for 0.08% of the portfolio, ranked #121.

Lodestar Private Asset Management first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Lodestar Private Asset Management held 1,781 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $930K as of Q2 2026.
Lodestar Private Asset Management sold 41 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $20.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Lodestar Private Asset Management's portfolio in Q2 2026, its #121 holding.
Lodestar Private Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.