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

Ranch Capital Advisors’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	$402K	Buy	769 +9	+1%	+$4.5K	0.13%	114
2026 Q1	$352K	Hold	760	–	–	0.13%	121
2025 Q4	$365K	Hold	760	–	–	0.13%	121
2025 Q3	$352K	Hold	760	–	–	0.14%	120
2025 Q2	$335K	Hold	760	–	–	0.15%	118
2025 Q1	$319K	Sell	760 -8	-1%	-$3.46K	0.15%	120
2024 Q4	$327K	Sell	768 -27	-3%	-$11.7K	0.15%	121
2024 Q3	$336K	Hold	795	–	–	0.16%	120
2024 Q2	$311K	Hold	795	–	–	0.16%	120
2024 Q1	$316K	Hold	795	–	–	0.17%	118
2023 Q4	$300K	Sell	795 -34	-4%	-$11.9K	0.19%	114
2023 Q3	$278K	Hold	829	–	–	0.19%	114
2023 Q2	$285K	Hold	829	–	–	0.2%	116
2023 Q1	$276K	Hold	829	–	–	0.2%	121
2022 Q4	$275K	Buy	829 +5	+0.6%	+$1.63K	0.22%	122
2022 Q3	$237K	Hold	824	–	–	0.19%	135
2022 Q2	$254K	Hold	824	–	–	0.19%	129
2022 Q1	$286K	Buy	824 +50	+6%	+$17.3K	0.19%	126
2021 Q4	$281K	Hold	774	–	–	0.18%	129
2021 Q3	$262K	Sell	774 -25	-3%	-$8.73K	0.16%	133
2021 Q2	$275K	Buy	799 +2	+0.3%	+$683	0.17%	132
2021 Q1	$263K	Buy	797 +3	+0.4%	+$947	0.17%	133
2020 Q4	$242K	Buy	794 +744	+1,488%	+$217K	0.17%	130
2020 Q3	$13K	Hold	50	–	–	0.01%	567
2020 Q2	$13K	Sell	50 -175	-78%	-$43K	0.01%	582
2020 Q1	$49K	Hold	225	–	–	0.05%	278
2019 Q4	$64K	Buy	+225	New	+$62K	0.05%	281

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

Ranch Capital Advisors's DIA Position: Q2 2026 in Review

Ranch Capital Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.2% in Q2 2026, buying an estimated $4.5K and bringing the position to 769 shares worth $402K. The position accounts for 0.13% of the portfolio, ranked #114.

Ranch Capital Advisors first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Ranch Capital Advisors held 769 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $402K as of Q2 2026.
Ranch Capital Advisors bought 9 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $4.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Ranch Capital Advisors's portfolio in Q2 2026, its #114 holding.
Ranch Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.