Meridian Investment Counsel’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Meridian Investment Counsel’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	$3.95M	Hold	7,568	–	–	0.85%	29
2026 Q1	$3.51M	Sell	7,568 -26	-0.3%	-$12.6K	0.83%	29
2025 Q4	$3.65M	Sell	7,594 -120	-2%	-$56.8K	0.88%	30
2025 Q3	$3.58M	Sell	7,714 -57	-0.7%	-$25.7K	0.88%	28
2025 Q2	$3.42M	Sell	7,771 -13	-0.2%	-$5.39K	0.93%	30
2025 Q1	$3.27M	Sell	7,784 -78	-1%	-$33.7K	0.96%	27
2024 Q4	$3.35M	Buy	7,862 +136	+2%	+$58.9K	1%	29
2024 Q3	$3.27M	Sell	7,726 -28	-0.4%	-$11.4K	0.99%	28
2024 Q2	$3.03M	Hold	7,754	–	–	0.96%	27
2024 Q1	$3.08M	Sell	7,754 -100	-1%	-$38.5K	1.03%	27
2023 Q4	$2.96M	Hold	7,854	–	–	1.02%	24
2023 Q3	$2.63M	Hold	7,854	–	–	0.99%	26
2023 Q2	$2.7M	Hold	7,854	–	–	0.96%	25
2023 Q1	$2.61M	Buy	7,854 +12	+0.2%	+$3.99K	0.99%	26
2022 Q4	$2.6M	Buy	7,842 +752	+11%	+$244K	1.04%	25
2022 Q3	$2.04M	Hold	7,090	–	–	0.91%	28
2022 Q2	$2.18M	Hold	7,090	–	–	0.9%	28
2022 Q1	$2.46M	Hold	7,090	–	–	0.86%	31
2021 Q4	$2.58M	Hold	7,090	–	–	0.86%	29
2021 Q3	$2.4M	Buy	7,090 +9	+0.1%	+$3.14K	0.87%	32
2021 Q2	$2.44M	Buy	7,081 +1	+0%	+$341	0.86%	31
2021 Q1	$2.34M	Hold	7,080	–	–	0.9%	31
2020 Q4	$2.17M	Hold	7,080	–	–	0.91%	30
2020 Q3	$1.97M	Buy	7,080 +1	+0%	+$273	0.95%	29
2020 Q2	$1.83M	Hold	7,079	–	–	0.93%	32
2020 Q1	$1.55M	Buy	7,079 +5,317	+302%	+$1.41M	1.01%	31
2019 Q4	$502K	Sell	1,762 -4	-0.2%	-$1.1K	0.25%	97
2019 Q3	$475K	Hold	1,766	–	–	0.26%	102
2019 Q2	$469K	Hold	1,766	–	–	0.26%	99
2019 Q1	$458K	Buy	1,766 +1	+0.1%	+$252	0.27%	99
2018 Q4	$412K	Hold	1,765	–	–	0.27%	96
2018 Q3	$467K	Hold	1,765	–	–	0.26%	101
2018 Q2	$428K	Buy	1,765 +1	+0.1%	+$246	0.24%	109
2018 Q1	$426K	Hold	1,764	–	–	0.24%	104
2017 Q4	$436K	Hold	1,764	–	–	0.24%	104
2017 Q3	$395K	Buy	1,764 +1	+0.1%	+$219	0.23%	112
2017 Q2	$376K	Hold	1,763	–	–	0.22%	115
2017 Q1	$364K	Hold	1,763	–	–	0.22%	117
2016 Q4	$348K	Buy	1,763 +1	+0.1%	+$189	0.23%	116
2016 Q3	$322K	Hold	1,762	–	–	0.22%	120
2016 Q2	$315K	Hold	1,762	–	–	0.21%	122
2016 Q1	$311K	Buy	1,762 +1	+0.1%	+$167	0.22%	120
2015 Q4	$306K	Hold	1,761	–	–	0.22%	113
2015 Q3	$286K	Hold	1,761	–	–	0.23%	106
2015 Q2	$310K	Buy	1,761 +1	+0.1%	+$180	0.22%	114
2015 Q1	$313K	Hold	1,760	–	–	0.22%	114
2014 Q4	$313K	Hold	1,760	–	–	0.23%	112
2014 Q3	$299K	Buy	1,760 +1	+0.1%	+$169	0.22%	113
2014 Q2	$295K	Hold	1,759	–	–	0.23%	117
2014 Q1	$289K	Hold	1,759	–	–	0.25%	106
2013 Q4	$291K	Buy	+1,759	New	+$276K	0.25%	105

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Meridian Investment Counsel's DIA Position: Q2 2026 in Review

Meridian Investment Counsel held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 7,568 shares worth $3.95M. The position accounts for 0.85% of the portfolio, ranked #29.

Meridian Investment Counsel first reported a position in DIA in Q4 2013 and has held it in 51 quarters since. 531 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Meridian Investment Counsel held 7,568 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.95M as of Q2 2026.
Meridian Investment Counsel 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 0.85% of Meridian Investment Counsel's portfolio in Q2 2026, its #29 holding.
Meridian Investment Counsel first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and has held it in 51 quarters since.
531 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.