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

Objective 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	$3.68M	Buy	7,041 +512	+8%	+$256K	3.26%	6
2026 Q1	$3.02M	Buy	6,529 +440	+7%	+$213K	3.05%	7
2025 Q4	$2.93M	Sell	6,089 -80	-1%	-$37.8K	2.98%	7
2025 Q3	$2.86M	Buy	6,169 +13	+0.2%	+$5.86K	2.96%	7
2025 Q2	$2.71M	Buy	6,156 +3	+0%	+$1.25K	3.05%	7
2025 Q1	$2.58M	Buy	6,153 +51	+0.8%	+$22.1K	3.3%	7
2024 Q4	$2.6M	Buy	6,102 +3	+0%	+$1.3K	1.74%	14
2024 Q3	$2.58M	Buy	+6,099	New	+$2.48M	1.52%	16
2024 Q1	$2.61M	Sell	6,567 -177	-3%	-$68.2K	1.76%	15
2023 Q4	$2.54M	Buy	6,744 +148	+2%	+$51.7K	1.94%	13
2023 Q3	$2.21M	Sell	6,596 -430	-6%	-$149K	1.96%	15
2023 Q2	$2.42M	Buy	7,026 +17	+0.2%	+$5.72K	2.11%	15
2023 Q1	$2.33M	Sell	7,009 -231	-3%	-$76.8K	2.13%	14
2022 Q4	$2.4M	Buy	7,240 +513	+8%	+$167K	2.38%	12
2022 Q3	$1.93M	Buy	6,727 +76	+1%	+$24.2K	2.06%	13
2022 Q2	$2.05M	Buy	6,651 +230	+4%	+$75.2K	2.06%	14
2022 Q1	$2.23M	Buy	6,421 +135	+2%	+$46.8K	1.71%	16
2021 Q4	$2.28M	Buy	+6,286	New	+$2.23M	1.62%	17

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

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

Objective Capital Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.8% in Q2 2026, buying an estimated $256K and bringing the position to 7,041 shares worth $3.68M. The position accounts for 3.26% of the portfolio, ranked #6.

Objective Capital Management first reported a position in DIA in Q4 2021 and has held it in 18 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Objective Capital Management held 7,041 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.68M as of Q2 2026.
Objective Capital Management bought 512 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $256K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.26% of Objective Capital Management's portfolio in Q2 2026, its #6 holding.
Objective Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 18 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 Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.