Seven Mile Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Seven Mile Advisory’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	$428K	Hold	817	–	–	0.29%	75
2026 Q1	$378K	Sell	817 -1,017	-55%	-$493K	0.27%	76
2025 Q4	$881K	Buy	1,834 +621	+51%	+$294K	0.15%	76
2025 Q3	$563K	Hold	1,213	–	–	0.09%	118
2025 Q2	$535K	Sell	1,213 -1	-0.1%	-$415	0.32%	57
2025 Q1	$510K	Sell	1,214 -36	-3%	-$15.6K	0.34%	55
2024 Q4	$532K	Buy	1,250 +516	+70%	+$223K	0.34%	55
2024 Q3	$310K	Buy	+734	New	+$298K	0.21%	99
2024 Q2	–	Sell	-827	Closed	-$329K	–	161
2024 Q1	$329K	Hold	827	–	–	0.25%	89
2023 Q4	$312K	Hold	827	–	–	0.27%	83
2023 Q3	$277K	Buy	+827	New	+$287K	0.29%	79

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

Seven Mile Advisory's DIA Position: Q2 2026 in Review

Seven Mile Advisory held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 817 shares worth $428K. The position accounts for 0.29% of the portfolio, ranked #75.

Seven Mile Advisory first reported a position in DIA in Q3 2023 and has held it in 11 quarters since. The position peaked at $881K in Q4 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Seven Mile Advisory held 817 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $428K as of Q2 2026.
Seven Mile Advisory left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.29% of Seven Mile Advisory's portfolio in Q2 2026, its #75 holding.
Seven Mile Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 11 quarters since.
Seven Mile Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $881K in Q4 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.