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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31.2M Sell
59,768
-307
-0.5% -$153K 5.84% 2
2026
Q1
$27.8M Buy
+60,075
New +$29.1M 5.91% 2
2021
Q2
Sell
-67,519
Closed -$22.3M 79
2021
Q1
$22.3M Buy
67,519
+617
+0.9% +$195K 6.08% 2
2020
Q4
$20.5M Buy
66,902
+770
+1% +$224K 5.84% 2
2020
Q3
$18.4M Buy
+66,132
New +$18.1M 6.13% 2
2019
Q4
Sell
-69,244
Closed -$18.6M 137
2019
Q3
$18.6M Buy
+69,244
New +$18.5M 6.25% 2

Other funds holding DIA

Shulman DeMeo Asset Management's DIA Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.51% in Q2 2026, selling an estimated $153K and leaving 59,768 shares worth $31.2M. The position accounts for 5.84% of the portfolio, ranked #2.

Shulman DeMeo Asset Management first reported a position in DIA in Q3 2019 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Shulman DeMeo Asset Management held 59,768 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $31.2M as of Q2 2026.
  • Shulman DeMeo Asset Management sold 307 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $153K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 5.84% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #2 holding.
  • Shulman DeMeo Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.