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

Morton 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	$2.05M	Hold	3,929	–	–	0.28%	32
2026 Q1	$1.82M	Buy	3,929 +172	+5%	+$83.3K	0.27%	31
2025 Q4	$1.81M	Sell	3,757 -14	-0.4%	-$6.62K	0.28%	33
2025 Q3	$1.75M	Sell	3,771 -930	-20%	-$419K	0.29%	32
2025 Q2	$2.07M	Buy	4,701 +914	+24%	+$379K	0.37%	24
2025 Q1	$1.59M	Buy	3,787 +16	+0.4%	+$6.92K	0.31%	28
2024 Q4	$1.6M	Hold	3,771	–	–	0.3%	30
2024 Q3	$1.6M	Hold	3,771	–	–	0.31%	29
2024 Q2	$1.48M	Hold	3,771	–	–	0.35%	28
2024 Q1	$1.5M	Hold	3,771	–	–	0.41%	25
2023 Q4	$1.42M	Hold	3,771	–	–	0.42%	24
2023 Q3	$1.26M	Hold	3,771	–	–	0.45%	22
2023 Q2	$1.3M	Sell	3,771 -100	-3%	-$33.7K	0.44%	20
2023 Q1	$1.29M	Sell	3,871 -11	-0.3%	-$3.65K	0.46%	22
2022 Q4	$1.29M	Hold	3,882	–	–	0.5%	20
2022 Q3	$1.12M	Hold	3,882	–	–	0.51%	19
2022 Q2	$1.19M	Hold	3,882	–	–	0.52%	21
2022 Q1	$1.35M	Sell	3,882 -14	-0.4%	-$4.86K	0.55%	17
2021 Q4	$1.42M	Buy	+3,896	New	+$1.38M	0.57%	16

Other funds holding DIA

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

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

MAWCM

Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

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

Morton Capital Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 3,929 shares worth $2.05M. The position accounts for 0.28% of the portfolio, ranked #32.

Morton Capital Management first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.07M in Q2 2025. 451 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Morton Capital Management held 3,929 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.05M as of Q2 2026.
Morton Capital Management 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 0.28% of Morton Capital Management's portfolio in Q2 2026, its #32 holding.
Morton Capital Management 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.
Morton Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.07M in Q2 2025.
451 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.