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Oak Harvest Investment Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Oak Harvest Investment Services’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 		$8.57M Sell
16,415
-687
-4% -$343K 0.8% 46
2026
Q1 		$7.92M Sell
17,102
-875
-5% -$424K 0.83% 44
2025
Q4 		$8.64M Sell
17,977
-387
-2% -$183K 0.94% 34
2025
Q3 		$8.52M Sell
18,364
-84
-0.5% -$37.9K 0.99% 33
2025
Q2 		$8.13M Sell
18,448
-528
-3% -$219K 1.02% 31
2025
Q1 		$7.97M Sell
18,976
-844
-4% -$365K 1.11% 31
2024
Q4 		$8.43M Sell
19,820
-5,443
-22% -$2.36M 1.18% 26
2024
Q3 		$10.7M Sell
25,263
-1,292
-5% -$525K 1.53% 20
2024
Q2 		$10.4M Sell
26,555
-1,577
-6% -$612K 1.61% 17
2024
Q1 		$11.2M Sell
28,132
-1,813
-6% -$698K 1.83% 14
2023
Q4 		$11.3M Sell
29,945
-366
-1% -$128K 2.25% 8
2023
Q3 		$10.2M Sell
30,311
-1,210
-4% -$420K 2.15% 11
2023
Q2 		$10.8M Sell
31,521
-3,167
-9% -$1.07M 2.43% 8
2023
Q1 		$11.5M Buy
34,688
+845
+2% +$281K 2.66% 7
2022
Q4 		$11.2M Buy
33,843
+278
+0.8% +$90.4K 2.92% 7
2022
Q3 		$9.64M Buy
33,565
+4,084
+14% +$1.3M 2.57% 6
2022
Q2 		$9.07M Buy
29,481
+5,657
+24% +$1.85M 2.45% 5
2022
Q1 		$8.26M Buy
23,824
+2,452
+11% +$851K 2.05% 11
2021
Q4 		$7.76M Buy
21,372
+2,524
+13% +$897K 1.93% 12
2021
Q3 		$6.38M Buy
18,848
+1,948
+12% +$680K 1.86% 15
2021
Q2 		$5.83M Buy
16,900
+1,744
+12% +$595K 1.92% 13
2021
Q1 		$5M Buy
15,156
+1,546
+11% +$488K 1.91% 12
2020
Q4 		$4.16M Buy
+13,610
New +$3.96M 1.79% 19

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
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

Oak Harvest Investment Services's DIA Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4% in Q2 2026, selling an estimated $343K and leaving 16,415 shares worth $8.57M. The position accounts for 0.8% of the portfolio, ranked #46.

Oak Harvest Investment Services first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.5M in Q1 2023. 520 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Oak Harvest Investment Services held 16,415 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.57M as of Q2 2026.
  • Oak Harvest Investment Services sold 687 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $343K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.8% of Oak Harvest Investment Services's portfolio in Q2 2026, its #46 holding.
  • Oak Harvest Investment Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11.5M in Q1 2023.
  • 520 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.