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Lowery Thomas LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lowery Thomas LLC’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 		$2.98M Sell
5,712
-121
-2% -$60.4K 1.46% 24
2026
Q1 		$2.7M Sell
5,833
-22
-0.4% -$10.7K 1.55% 23
2025
Q4 		$2.81M Sell
5,855
-355
-6% -$168K 1.59% 22
2025
Q3 		$2.88M Sell
6,210
-5
-0.1% -$2.25K 1.66% 22
2025
Q2 		$2.74M Sell
6,215
-143
-2% -$59.3K 1.75% 20
2025
Q1 		$2.67M Buy
6,358
+777
+14% +$336K 1.83% 19
2024
Q4 		$2.37M Sell
5,581
-74
-1% -$32K 1.55% 21
2024
Q3 		$2.39M Sell
5,655
-76
-1% -$30.9K 1.62% 21
2024
Q2 		$2.24M Sell
5,731
-64
-1% -$24.8K 1.64% 19
2024
Q1 		$2.31M Sell
5,795
-540
-9% -$208K 1.76% 19
2023
Q4 		$2.39M Sell
6,335
-2,981
-32% -$1.04M 2.05% 16
2023
Q3 		$3.12M Sell
9,316
-1,949
-17% -$676K 2.98% 13
2023
Q2 		$3.87M Sell
11,265
-254
-2% -$85.5K 3.81% 10
2023
Q1 		$3.83M Sell
11,519
-121
-1% -$40.2K 4.22% 9
2022
Q4 		$3.86M Sell
11,640
-1,290
-10% -$419K 4.63% 9
2022
Q3 		$3.71M Sell
12,930
-185
-1% -$58.8K 4.35% 8
2022
Q2 		$4.04M Buy
13,115
+3,905
+42% +$1.28M 3.86% 10
2022
Q1 		$3.19M Buy
9,210
+1,476
+19% +$512K 2.48% 19
2021
Q4 		$2.81M Buy
+7,734
New +$2.75M 1.94% 21

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lowery Thomas LLC's DIA Position: Q2 2026 in Review

Lowery Thomas LLC reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.1% in Q2 2026, selling an estimated $60.4K and leaving 5,712 shares worth $2.98M. The position accounts for 1.46% of the portfolio, ranked #24.

Lowery Thomas LLC first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.04M in Q2 2022. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Lowery Thomas LLC held 5,712 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.98M as of Q2 2026.
  • Lowery Thomas LLC sold 121 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $60.4K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.46% of Lowery Thomas LLC's portfolio in Q2 2026, its #24 holding.
  • Lowery Thomas LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Lowery Thomas LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.04M in Q2 2022.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.