Private Capital Management (Florida)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Private Capital Management (Florida)’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	$601K	Hold	1,150	–	–	0.05%	136
2026 Q1	$533K	Sell	1,150 -50	-4%	-$24.2K	0.05%	125
2025 Q4	$577K	Hold	1,200	–	–	0.05%	115
2025 Q3	$556K	Hold	1,200	–	–	0.05%	111
2025 Q2	$529K	Hold	1,200	–	–	0.05%	111
2025 Q1	$504K	Hold	1,200	–	–	0.06%	105
2024 Q4	$511K	Hold	1,200	–	–	0.05%	97
2024 Q3	$508K	Hold	1,200	–	–	0.05%	95
2024 Q2	$469K	Hold	1,200	–	–	0.05%	96
2024 Q1	$477K	Hold	1,200	–	–	0.05%	97
2023 Q4	$452K	Hold	1,200	–	–	0.05%	105
2023 Q3	$402K	Sell	1,200 -300	-20%	-$104K	0.05%	109
2023 Q2	$516K	Hold	1,500	–	–	0.06%	96
2023 Q1	$499K	Hold	1,500	–	–	0.06%	85
2022 Q4	$497K	Hold	1,500	–	–	0.07%	63
2022 Q3	$431K	Hold	1,500	–	–	0.06%	78
2022 Q2	$462K	Hold	1,500	–	–	0.07%	71
2022 Q1	$520K	Buy	+1,500	New	+$520K	0.08%	66
2019 Q4	–	Sell	-1,000	Closed	-$276K	–	53
2019 Q3	$269K	Hold	1,000	–	–	0.05%	37
2019 Q2	$266K	Hold	1,000	–	–	0.04%	41
2019 Q1	$259K	Hold	1,000	–	–	0.04%	46
2018 Q4	$233K	Hold	1,000	–	–	0.04%	47
2018 Q3	$264K	Buy	+1,000	New	+$256K	0.04%	42

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

Private Capital Management (Florida)'s DIA Position: Q2 2026 in Review

Private Capital Management (Florida) held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,150 shares worth $601K. The position accounts for 0.05% of the portfolio, ranked #136.

Private Capital Management (Florida) first reported a position in DIA in Q3 2018 and has held it in 23 quarters since. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Private Capital Management (Florida) held 1,150 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $601K as of Q2 2026.
Private Capital Management (Florida) 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 0.05% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #136 holding.
Private Capital Management (Florida) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 23 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.