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

Mayflower Financial 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	$885K	Sell	1,694 -69	-4%	-$34.5K	0.08%	212
2026 Q1	$817K	Hold	1,763	–	–	0.1%	195
2025 Q4	$847K	Sell	1,763 -853	-33%	-$404K	0.1%	176
2025 Q3	$1.21M	Sell	2,616 -106	-4%	-$47.8K	0.15%	137
2025 Q2	$1.2M	Hold	2,722	–	–	0.17%	130
2025 Q1	$1.14M	Hold	2,722	–	–	0.17%	128
2024 Q4	$1.16M	Sell	2,722 -1	-0%	-$433	0.17%	121
2024 Q3	$1.15M	Hold	2,723	–	–	0.17%	124
2024 Q2	$1.07M	Sell	2,723 -142	-5%	-$55.1K	0.17%	123
2024 Q1	$1.14M	Sell	2,865 -20	-0.7%	-$7.71K	0.19%	117
2023 Q4	$1.09M	Hold	2,885	–	–	0.15%	128
2023 Q3	$966K	Sell	2,885 -254	-8%	-$88.1K	0.14%	126
2023 Q2	$1.08M	Hold	3,139	–	–	0.14%	127
2023 Q1	$1.04M	Sell	3,139 -30	-0.9%	-$9.97K	0.14%	126
2022 Q4	$1.05M	Hold	3,169	–	–	0.15%	122
2022 Q3	$911K	Sell	3,169 -2,206	-41%	-$701K	0.15%	112
2022 Q2	$1.66M	Sell	5,375 -9	-0.2%	-$2.94K	0.25%	81
2022 Q1	$1.87M	Sell	5,384 -20	-0.4%	-$6.94K	0.25%	73
2021 Q4	$1.96M	Sell	5,404 -91	-2%	-$32.3K	0.26%	70
2021 Q3	$1.95M	Sell	5,495 -21	-0.4%	-$7.33K	0.26%	70
2021 Q2	$1.9M	Buy	5,516 +2,119	+62%	+$723K	0.26%	68
2021 Q1	$1.12M	Sell	3,397 -2	-0.1%	-$631	0.17%	89
2020 Q4	$1.04M	Buy	+3,399	New	+$989K	0.18%	84

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

Mayflower Financial Advisors's DIA Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.9% in Q2 2026, selling an estimated $34.5K and leaving 1,694 shares worth $885K. The position accounts for 0.08% of the portfolio, ranked #212.

Mayflower Financial Advisors first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.96M in Q4 2021. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Mayflower Financial Advisors held 1,694 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $885K as of Q2 2026.
Mayflower Financial Advisors sold 69 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $34.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Mayflower Financial Advisors's portfolio in Q2 2026, its #212 holding.
Mayflower Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
Mayflower Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.96M in Q4 2021.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.