Romano Brothers & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Romano Brothers & Co’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	$1.16M	Buy	2,224 +50	+2%	+$25K	0.12%	163
2026 Q1	$1.01M	Sell	2,174 -25	-1%	-$12.1K	0.11%	166
2025 Q4	$1.06M	Buy	2,199 +36	+2%	+$17K	0.12%	159
2025 Q3	$1M	Buy	2,163 +20	+0.9%	+$9.01K	0.11%	167
2025 Q2	$944K	Buy	2,143 +61	+3%	+$25.3K	0.12%	167
2025 Q1	$874K	Buy	2,082 +30	+1%	+$13K	0.11%	171
2024 Q4	$873K	Sell	2,052 -10	-0.5%	-$4.33K	0.11%	171
2024 Q3	$873K	Hold	2,062	–	–	0.11%	172
2024 Q2	$807K	Hold	2,062	–	–	0.11%	167
2024 Q1	$820K	Buy	2,062 +60	+3%	+$23.1K	0.11%	166
2023 Q4	$754K	Sell	2,002 -10	-0.5%	-$3.49K	0.11%	165
2023 Q3	$674K	Buy	2,012 +40	+2%	+$13.9K	0.1%	172
2023 Q2	$678K	Buy	1,972 +135	+7%	+$45.4K	0.1%	173
2023 Q1	$611K	Buy	1,837 +73	+4%	+$24.3K	0.09%	186
2022 Q4	$585K	Sell	1,764 -25	-1%	-$8.13K	0.09%	186
2022 Q3	$514K	Buy	+1,789	New	+$569K	0.08%	198

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

Romano Brothers & Co's DIA Position: Q2 2026 in Review

Romano Brothers & Co increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.3% in Q2 2026, buying an estimated $25K and bringing the position to 2,224 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #163.

Romano Brothers & Co first reported a position in DIA in Q3 2022 and has held it in 16 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Romano Brothers & Co held 2,224 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.16M as of Q2 2026.
Romano Brothers & Co bought 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $25K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Romano Brothers & Co's portfolio in Q2 2026, its #163 holding.
Romano Brothers & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 16 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 Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.