Moody Lynn & Lieberson’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Moody Lynn & Lieberson’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	$1.81M	Sell	3,461 -5	-0.1%	-$2.5K	0.1%	89
2026 Q1	$1.61M	Hold	3,466	–	–	0.09%	91
2025 Q4	$1.67M	Hold	3,466	–	–	0.09%	90
2025 Q3	$1.61M	Hold	3,466	–	–	0.09%	92
2025 Q2	$1.53M	Hold	3,466	–	–	0.09%	99
2025 Q1	$1.46M	Hold	3,466	–	–	0.09%	97
2024 Q4	$1.47M	Sell	3,466 -68	-2%	-$29.4K	0.09%	95
2024 Q3	$1.5M	Hold	3,534	–	–	0.09%	104
2024 Q2	$1.38M	Hold	3,534	–	–	0.09%	100
2024 Q1	$1.41M	Sell	3,534 -21	-0.6%	-$8.09K	0.09%	99
2023 Q4	$1.34M	Hold	3,555	–	–	0.1%	101
2023 Q3	$1.19M	Hold	3,555	–	–	0.1%	97
2023 Q2	$1.22M	Hold	3,555	–	–	0.1%	95
2023 Q1	$1.18M	Hold	3,555	–	–	0.11%	100
2022 Q4	$1.18M	Hold	3,555	–	–	0.11%	100
2022 Q3	$1.02M	Hold	3,555	–	–	0.1%	103
2022 Q2	$1.09M	Hold	3,555	–	–	0.1%	103
2022 Q1	$1.23M	Sell	3,555 -1	-0%	-$347	0.09%	103
2021 Q4	$1.29M	Hold	3,556	–	–	0.09%	108
2021 Q3	$1.2M	Hold	3,556	–	–	0.09%	104
2021 Q2	$1.23M	Hold	3,556	–	–	0.09%	104
2021 Q1	$1.17M	Buy	3,556 +8	+0.2%	+$2.52K	0.1%	103
2020 Q4	$1.08M	Buy	3,548 +17	+0.5%	+$4.95K	0.09%	105
2020 Q3	$980K	Sell	3,531 -1,000	-22%	-$273K	0.1%	102
2020 Q2	$1.17M	Sell	4,531 -114	-2%	-$28K	0.13%	87
2020 Q1	$1.02M	Sell	4,645 -86	-2%	-$22.8K	0.14%	77
2019 Q4	$1.35M	Hold	4,731	–	–	0.13%	104
2019 Q3	$1.27M	Hold	4,731	–	–	0.14%	88
2019 Q2	$1.26M	Sell	4,731 -165	-3%	-$43.1K	0.14%	91
2019 Q1	$1.27M	Buy	4,896 +15	+0.3%	+$3.77K	0.15%	89
2018 Q4	$1.14M	Hold	4,881	–	–	0.15%	90
2018 Q3	$1.29M	Sell	4,881 -15	-0.3%	-$3.84K	0.14%	96
2018 Q2	$1.19M	Sell	4,896 -50	-1%	-$12.3K	0.14%	99
2018 Q1	$1.19M	Hold	4,946	–	–	0.14%	94
2017 Q4	$1.29M	Sell	4,946 -20	-0.4%	-$4.74K	0.14%	96
2017 Q3	$1.11M	Hold	4,966	–	–	0.14%	101
2017 Q2	$1.06M	Hold	4,966	–	–	0.14%	97
2017 Q1	$1.02M	Sell	4,966 -400	-7%	-$81.6K	0.14%	88
2016 Q4	$1.06M	Buy	5,366 +20	+0.4%	+$3.77K	0.15%	87
2016 Q3	$977K	Sell	5,346 -20	-0.4%	-$3.67K	0.16%	88
2016 Q2	$961K	Sell	5,366 -380	-7%	-$67.5K	0.17%	72
2016 Q1	$1.01M	Sell	5,746 -1,684	-23%	-$280K	0.16%	87
2015 Q4	$1.29M	Buy	7,430 +365	+5%	+$63.8K	0.2%	86
2015 Q3	$1.15M	Sell	7,065 -1,250	-15%	-$213K	0.22%	74
2015 Q2	$1.46M	Sell	8,315 -99	-1%	-$17.8K	0.23%	87
2015 Q1	$1.49M	Sell	8,414 -20	-0.2%	-$3.56K	0.24%	82
2014 Q4	$1.5M	Hold	8,434	–	–	0.21%	89
2014 Q3	$1.43M	Hold	8,434	–	–	0.21%	91
2014 Q2	$1.42M	Buy	8,434 +112	+1%	+$18.6K	0.19%	96
2014 Q1	$1.37M	Sell	8,322 -1,057	-11%	-$171K	0.2%	104
2013 Q4	$1.55M	Sell	9,379 -50	-0.5%	-$7.86K	0.21%	104
2013 Q3	$1.42M	Hold	9,429	–	–	0.22%	100
2013 Q2	$1.4M	Buy	+9,429	New	+$1.41M	0.25%	95

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

Moody Lynn & Lieberson's DIA Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.14% in Q2 2026, selling an estimated $2.5K and leaving 3,461 shares worth $1.81M. The position accounts for 0.1% of the portfolio, ranked #89.

Moody Lynn & Lieberson first reported a position in DIA in Q2 2013 and has held it in 53 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Moody Lynn & Lieberson held 3,461 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.81M as of Q2 2026.
Moody Lynn & Lieberson sold 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 0.1% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #89 holding.
Moody Lynn & Lieberson first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 53 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.