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

MKT 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 		$16.1M Sell
30,396
-619
-2% -$309K 4.99% 8
2026
Q1 		$14.4M Sell
31,015
-544
-2% -$264K 4.84% 8
2025
Q4 		$15.5M Sell
31,559
-1,074
-3% -$508K 5.27% 6
2025
Q3 		$15.1M Sell
32,633
-275
-0.8% -$124K 5.64% 3
2025
Q2 		$14.6M Sell
32,908
-220
-0.7% -$91.3K 5.8% 3
2025
Q1 		$12.6M Sell
33,128
-431
-1% -$186K 5.9% 3
2024
Q4 		$14.6M Sell
33,559
-969
-3% -$419K 6.36% 3
2024
Q3 		$14.6M Sell
34,528
-2,096
-6% -$852K 6.83% 3
2024
Q2 		$14.4M Sell
36,624
-683
-2% -$265K 7.16% 3
2024
Q1 		$14.3M Sell
37,307
-365
-1% -$141K 7.87% 3
2023
Q4 		$14.1M Sell
37,672
-186
-0.5% -$65K 9.31% 3
2023
Q3 		$12.6M Sell
37,858
-6,213
-14% -$2.15M 9.59% 3
2023
Q2 		$15.6M Sell
44,071
-3,468
-7% -$1.17M 11.03% 2
2023
Q1 		$15.9M Sell
47,539
-244
-0.5% -$81.1K 11.89% 2
2022
Q4 		$16.2M Sell
47,783
-642
-1% -$209K 12.23% 2
2022
Q3 		$13.9M Sell
48,425
-628
-1% -$200K 12.09% 2
2022
Q2 		$15.3M Sell
49,053
-446
-0.9% -$146K 11.92% 2
2022
Q1 		$16M Buy
49,499
+1,119
+2% +$388K 12.05% 2
2021
Q4 		$16.5M Buy
+48,380
New +$17.2M 12.94% 2

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

MKT Advisors's DIA Position: Q2 2026 in Review

MKT Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2% in Q2 2026, selling an estimated $309K and leaving 30,396 shares worth $16.1M. The position accounts for 4.99% of the portfolio, ranked #8.

MKT Advisors first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.5M in Q4 2021. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • MKT Advisors held 30,396 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $16.1M as of Q2 2026.
  • MKT Advisors sold 619 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $309K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 4.99% of MKT Advisors's portfolio in Q2 2026, its #8 holding.
  • MKT Advisors 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.
  • MKT Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $16.5M in Q4 2021.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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