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

Sandy Cove 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	$590K	Buy	1,129 +4	+0.4%	+$2K	0.15%	79
2026 Q1	$521K	Buy	1,125 +4	+0.4%	+$1.94K	0.16%	80
2025 Q4	$539K	Buy	1,121 +5	+0.4%	+$2.37K	0.16%	80
2025 Q3	$518K	Buy	1,116 +4	+0.4%	+$1.8K	0.17%	78
2025 Q2	$490K	Buy	+1,112	New	+$461K	0.18%	73
2025 Q1	–	Sell	-539	Closed	-$229K	–	121
2024 Q4	$229K	Buy	539 +2	+0.4%	+$866	0.09%	115
2024 Q3	$227K	Buy	537 +1	+0.2%	+$406	0.09%	111
2024 Q2	$210K	Buy	536 +1	+0.2%	+$388	0.09%	107
2024 Q1	$213K	Buy	535 +2	+0.4%	+$770	0.1%	113
2023 Q4	$201K	Buy	+533	New	+$186K	0.1%	117

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

Sandy Cove Advisors's DIA Position: Q2 2026 in Review

Sandy Cove Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.36% in Q2 2026, buying an estimated $2K and bringing the position to 1,129 shares worth $590K. The position accounts for 0.15% of the portfolio, ranked #79.

Sandy Cove Advisors first reported a position in DIA in Q4 2023 and has held it in 10 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Sandy Cove Advisors held 1,129 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $590K as of Q2 2026.
Sandy Cove Advisors bought 4 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Sandy Cove Advisors's portfolio in Q2 2026, its #79 holding.
Sandy Cove Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 10 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 Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.