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

Secure Asset 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	$2.3M	Sell	4,398 -33	-0.7%	-$16.5K	0.32%	85
2026 Q1	$2.05M	Sell	4,431 -1,186	-21%	-$575K	0.32%	85
2025 Q4	$2.7M	Buy	5,617 +1,207	+27%	+$571K	0.42%	63
2025 Q3	$2.05M	Sell	4,410 -26	-0.6%	-$11.7K	0.34%	79
2025 Q2	$1.95M	Sell	4,436 -315	-7%	-$131K	0.36%	75
2025 Q1	$1.99M	Buy	4,751 +369	+8%	+$160K	0.4%	83
2024 Q4	$1.86M	Sell	4,382 -66	-1%	-$28.6K	0.28%	83
2024 Q3	$1.88M	Sell	4,448 -40	-0.9%	-$16.3K	0.32%	71
2024 Q2	$1.76M	Buy	4,488 +3,719	+484%	+$1.44M	0.33%	65
2024 Q1	$306K	Buy	769 +157	+26%	+$60.5K	0.07%	180
2023 Q4	$231K	Buy	+612	New	+$214K	0.06%	205
2023 Q1	–	Sell	-654	Closed	-$217K	–	191
2022 Q4	$217K	Buy	+654	New	+$213K	0.08%	183
2022 Q1	–	Sell	-22,628	Closed	-$8.22M	–	211
2021 Q4	$8.22M	Buy	22,628 +2,141	+10%	+$761K	3.33%	5
2021 Q3	$6.93M	Buy	20,487 +6,152	+43%	+$2.15M	3.42%	5
2021 Q2	$4.95M	Buy	14,335 +10,395	+264%	+$3.55M	2.51%	5
2021 Q1	$1.3M	Buy	+3,940	New	+$1.24M	0.72%	25
2020 Q4	–	Sell	-5,778	Closed	-$1.6M	–	155
2020 Q3	$1.6M	Sell	5,778 -1,822	-24%	-$498K	1.1%	20
2020 Q2	$1.96M	Buy	7,600 +2,184	+40%	+$537K	1.38%	17
2020 Q1	$1.19M	Buy	5,416 +616	+13%	+$164K	1.28%	19
2019 Q4	$1.37M	Buy	+4,800	New	+$1.32M	0.96%	24

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

Secure Asset Management's DIA Position: Q2 2026 in Review

Secure Asset Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.74% in Q2 2026, selling an estimated $16.5K and leaving 4,398 shares worth $2.3M. The position accounts for 0.32% of the portfolio, ranked #85.

Secure Asset Management first reported a position in DIA in Q4 2019 and has held it in 20 quarters since. The position peaked at $8.22M in Q4 2021. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Secure Asset Management held 4,398 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.3M as of Q2 2026.
Secure Asset Management sold 33 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $16.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.32% of Secure Asset Management's portfolio in Q2 2026, its #85 holding.
Secure Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 20 quarters since.
Secure Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.22M in Q4 2021.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.