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

Royal Fund 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 		– Sell
-30,705
Closed -$14.2M – 311
2026
Q1 		$14.2M Buy
+30,705
New +$14.9M 1.35% 10
2025
Q2 		– Sell
-47,670
Closed -$20M – 346
2025
Q1 		$20M Buy
+47,670
New +$20.6M 2.23% 3
2024
Q4 		– Sell
-3,188
Closed -$1.35M – 305
2024
Q3 		$1.35M Buy
+3,188
New +$1.3M 0.08% 192
2024
Q1 		– Sell
-21,629
Closed -$8.15M – 337
2023
Q4 		$8.15M Sell
21,629
-9,572
-31% -$3.34M 0.9% 21
2023
Q3 		$10.5M Buy
31,201
+7,752
+33% +$2.69M 1.41% 13
2023
Q2 		$8.06M Buy
23,449
+840
+4% +$283K 1% 20
2023
Q1 		$7.52M Sell
22,609
-2,456
-10% -$816K 1.08% 18
2022
Q4 		$8.3M Buy
25,065
+7,098
+40% +$2.31M 1.32% 16
2022
Q3 		$5.16M Buy
17,967
+428
+2% +$136K 0.94% 34
2022
Q2 		$5.4M Sell
17,539
-14,312
-45% -$4.68M 0.9% 38
2022
Q1 		$11M Buy
+31,851
New +$11M 1.6% 14
2018
Q2 		– Sell
-28
Closed -$6K – 574
2018
Q1 		$6K Sell
28
-999
-97% -$251K ﹤0.01% 375
2017
Q4 		$254K Buy
1,027
+765
+292% +$181K 0.09% 96
2017
Q3 		$58K Buy
+262
New +$57.3K 0.02% 160

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Fund Management's DIA Position: Q2 2026 in Review

Royal Fund Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 30,705 shares — an estimated $14.2M sold.

Royal Fund Management first reported a position in DIA in Q3 2017 and held it in 14 quarters. The position peaked at $20M in Q1 2025. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Royal Fund Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Royal Fund Management sold 30,705 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $14.2M.
  • Royal Fund Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and held it in 14 quarters.
  • Royal Fund Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $20M in Q1 2025.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.