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

MTM Investment 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	$211K	Hold	404	–	–	0.06%	208
2026 Q1	$187K	Buy	404 +80	+25%	+$38.8K	0.06%	208
2025 Q4	$156K	Hold	324	–	–	0.05%	216
2025 Q3	$150K	Hold	324	–	–	0.05%	223
2025 Q2	$143K	Sell	324 -195	-38%	-$80.9K	0.05%	221
2025 Q1	$218K	Hold	519	–	–	0.08%	191
2024 Q4	$221K	Hold	519	–	–	0.09%	185
2024 Q3	$220K	Hold	519	–	–	0.09%	185
2024 Q2	$203K	Hold	519	–	–	0.08%	185
2024 Q1	$206K	Buy	+519	New	+$200K	0.09%	188

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

MTM Investment Management's DIA Position: Q2 2026 in Review

MTM Investment Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 404 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #208.

MTM Investment Management first reported a position in DIA in Q1 2024 and has held it in 10 quarters since. The position peaked at $221K in Q4 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

MTM Investment Management held 404 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $211K as of Q2 2026.
MTM Investment 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 0.06% of MTM Investment Management's portfolio in Q2 2026, its #208 holding.
MTM Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 10 quarters since.
MTM Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $221K in Q4 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.