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

Madison Park Capital 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	$2.89M	Buy	12,109 +6,685	+123%	+$3.34M	2.06%	17
2026 Q1	$2.51M	Sell	5,424 -81	-1%	-$39.2K	1.97%	17
2025 Q4	$2.65M	Buy	5,505 +13	+0.2%	+$6.15K	2.15%	18
2025 Q3	$2.55M	Buy	5,492 +191	+4%	+$86.1K	2.09%	18
2025 Q2	$2.34M	Buy	5,301 +35	+0.7%	+$14.5K	1.97%	18
2025 Q1	$2.21M	Buy	5,266 +138	+3%	+$59.7K	1.94%	17
2024 Q4	$2.18M	Sell	5,128 -120	-2%	-$51.9K	1.74%	17
2024 Q3	$2.22M	Sell	5,248 -41	-0.8%	-$16.7K	1.66%	20
2024 Q2	$2.07M	Sell	5,289 -139	-3%	-$54K	1.73%	17
2024 Q1	$2.16M	Sell	5,428 -294	-5%	-$113K	1.88%	19
2023 Q4	$2.16M	Buy	+5,722	New	+$2M	2.08%	18

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

Madison Park Capital Advisors's DIA Position: Q2 2026 in Review

Madison Park Capital Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 123% in Q2 2026, buying an estimated $3.34M and bringing the position to 12,109 shares worth $2.89M. The position accounts for 2.06% of the portfolio, ranked #17.

Madison Park Capital Advisors first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,451 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Madison Park Capital Advisors held 12,109 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.89M as of Q2 2026.
Madison Park Capital Advisors bought 6,685 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3.34M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.06% of Madison Park Capital Advisors's portfolio in Q2 2026, its #17 holding.
Madison Park Capital 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.
1,451 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.