Monument Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Monument Capital Management’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	$372K	Buy	712 +5	+0.7%	+$2.5K	0.07%	196
2026 Q1	$327K	Hold	707	–	–	0.08%	171
2025 Q4	$340K	Sell	707 -35	-5%	-$16.6K	0.08%	168
2025 Q3	$344K	Hold	742	–	–	0.09%	165
2025 Q2	$327K	Sell	742 -103	-12%	-$42.7K	0.09%	159
2025 Q1	$355K	Hold	845	–	–	0.11%	139
2024 Q4	$360K	Hold	845	–	–	0.1%	139
2024 Q3	$358K	Hold	845	–	–	0.1%	135
2024 Q2	$331K	Sell	845 -500	-37%	-$194K	0.1%	136
2024 Q1	$535K	Hold	1,345	–	–	0.15%	115
2023 Q4	$507K	Buy	+1,345	New	+$470K	0.16%	110

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

Monument Capital Management's DIA Position: Q2 2026 in Review

Monument Capital Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.71% in Q2 2026, buying an estimated $2.5K and bringing the position to 712 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #196.

Monument Capital Management first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $535K in Q1 2024. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Monument Capital Management held 712 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $372K as of Q2 2026.
Monument Capital Management bought 5 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Monument Capital Management's portfolio in Q2 2026, its #196 holding.
Monument Capital Management 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.
Monument Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $535K in Q1 2024.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.