Samalin Investment Counsel’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Samalin Investment Counsel’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	$556K	Buy	1,064 +283	+36%	+$141K	0.17%	147
2026 Q1	$362K	Sell	781 -1,807	-70%	-$875K	0.13%	217
2025 Q4	$1.24M	Buy	2,588 +202	+8%	+$95.6K	0.44%	53
2025 Q3	$1.11M	Buy	2,386 +1,137	+91%	+$512K	0.38%	65
2025 Q2	$551K	Sell	1,249 -405	-24%	-$168K	0.21%	157
2025 Q1	$695K	Sell	1,654 -1,056	-39%	-$457K	0.28%	103
2024 Q4	$1.15M	Buy	2,710 +1,017	+60%	+$440K	0.5%	49
2024 Q3	$716K	Sell	1,693 -454	-21%	-$184K	0.31%	95
2024 Q2	$840K	Sell	2,147 -1,249	-37%	-$485K	0.39%	67
2024 Q1	$1.35M	Buy	3,396 +600	+21%	+$231K	0.64%	37
2023 Q4	$1.05M	Buy	2,796 +2,091	+297%	+$731K	0.53%	43
2023 Q3	$236K	Sell	705 -1,948	-73%	-$676K	0.14%	216
2023 Q2	$912K	Buy	2,653 +1,786	+206%	+$601K	0.49%	50
2023 Q1	$288K	Buy	867 +18	+2%	+$5.98K	0.17%	172
2022 Q4	$281K	Buy	849 +2	+0.2%	+$650	0.18%	166
2022 Q3	$243K	Sell	847 -278	-25%	-$88.4K	0.18%	165
2022 Q2	$346K	Sell	1,125 -456	-29%	-$149K	0.24%	127
2022 Q1	$548K	Sell	1,581 -1,432	-48%	-$497K	0.33%	85
2021 Q4	$1.09M	Sell	3,013 -839	-22%	-$298K	0.66%	34
2021 Q3	$1.3M	Buy	3,852 +1,895	+97%	+$662K	0.85%	23
2021 Q2	$675K	Buy	1,957 +2	+0.1%	+$683	0.44%	71
2021 Q1	$645K	Buy	1,955 +411	+27%	+$130K	0.43%	70
2020 Q4	$472K	Sell	1,544 -2,333	-60%	-$679K	0.35%	88
2020 Q3	$1.08M	Buy	3,877 +729	+23%	+$199K	0.96%	23
2020 Q2	$811K	Sell	3,148 -1,136	-27%	-$279K	0.85%	27
2020 Q1	$939K	Buy	4,284 +3,501	+447%	+$930K	1.26%	18
2019 Q4	$223K	Buy	+783	New	+$216K	0.19%	139

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

Samalin Investment Counsel's DIA Position: Q2 2026 in Review

Samalin Investment Counsel increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 36% in Q2 2026, buying an estimated $141K and bringing the position to 1,064 shares worth $556K. The position accounts for 0.17% of the portfolio, ranked #147.

Samalin Investment Counsel first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.35M in Q1 2024. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Samalin Investment Counsel held 1,064 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $556K as of Q2 2026.
Samalin Investment Counsel bought 283 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $141K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.17% of Samalin Investment Counsel's portfolio in Q2 2026, its #147 holding.
Samalin Investment Counsel 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.
Samalin Investment Counsel's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.35M in Q1 2024.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.