Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$603K	Hold	1,155	–	–	0.01%	220
2026 Q1	$554K	Hold	1,155	–	–	0.01%	227
2025 Q4	$566K	Hold	1,155	–	–	0.01%	230
2025 Q3	$540K	Hold	1,155	–	–	﹤0.01%	236
2025 Q2	$509K	Hold	1,155	–	–	﹤0.01%	209
2025 Q1	$457K	Hold	1,155	–	–	﹤0.01%	218
2024 Q4	$516K	Hold	1,155	–	–	﹤0.01%	212
2024 Q3	$489K	Hold	1,155	–	–	﹤0.01%	219
2024 Q2	$473K	Hold	1,155	–	–	﹤0.01%	211
2024 Q1	$442K	Hold	1,155	–	–	﹤0.01%	210
2023 Q4	$440K	Hold	1,155	–	–	﹤0.01%	209
2023 Q3	$391K	Hold	1,155	–	–	﹤0.01%	218
2023 Q2	$397K	Hold	1,155	–	–	﹤0.01%	227
2023 Q1	$384K	Hold	1,155	–	–	﹤0.01%	221
2022 Q4	$383K	Hold	1,155	–	–	﹤0.01%	222
2022 Q3	$332K	Sell	1,155 -160	-12%	-$50.9K	﹤0.01%	239
2022 Q2	$405K	Hold	1,315	–	–	0.01%	224
2022 Q1	$456K	Hold	1,315	–	–	﹤0.01%	222
2021 Q4	$478K	Hold	1,315	–	–	﹤0.01%	227
2021 Q3	$445K	Sell	1,315 -285	-18%	-$99.5K	﹤0.01%	227
2021 Q2	$552K	Hold	1,600	–	–	0.01%	216
2021 Q1	$528K	Hold	1,600	–	–	0.01%	207
2020 Q4	$489K	Hold	1,600	–	–	0.01%	206
2020 Q3	$444K	Hold	1,600	–	–	0.01%	201
2020 Q2	$413K	Sell	1,600 -400	-20%	-$98.4K	0.01%	194
2020 Q1	$438K	Hold	2,000	–	–	0.01%	184
2019 Q4	$570K	Hold	2,000	–	–	0.01%	190
2019 Q3	$538K	Hold	2,000	–	–	0.01%	193
2019 Q2	$532K	Hold	2,000	–	–	0.01%	191
2019 Q1	$518K	Hold	2,000	–	–	0.01%	191
2018 Q4	$466K	Hold	2,000	–	–	0.01%	201
2018 Q3	$529K	Hold	2,000	–	–	0.01%	201
2018 Q2	$485K	Hold	2,000	–	–	0.01%	202
2018 Q1	$483K	Hold	2,000	–	–	0.01%	203
2017 Q4	$495K	Hold	2,000	–	–	0.01%	200
2017 Q3	$448K	Hold	2,000	–	–	0.01%	202
2017 Q2	$437K	Hold	2,000	–	–	0.01%	202
2017 Q1	$413K	Hold	2,000	–	–	0.01%	204
2016 Q4	$395K	Sell	2,000 -40	-2%	-$7.54K	0.01%	204
2016 Q3	$373K	Sell	2,040 -25	-1%	-$4.59K	0.01%	208
2016 Q2	$370K	Hold	2,065	–	–	0.01%	206
2016 Q1	$365K	Hold	2,065	–	–	0.01%	201
2015 Q4	$359K	Buy	2,065 +2,000	+3,077%	+$349K	0.01%	222
2015 Q3	$11K	Hold	65	–	–	﹤0.01%	537
2015 Q2	$11K	Buy	+65	New	+$11.7K	﹤0.01%	537

Other funds holding DIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DIA Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,155 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #220.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DIA in Q2 2015 and has held it in 45 quarters since. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,155 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $603K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #220 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2015 and has held it in 45 quarters since.
984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.