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Silver Oak Securities’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Silver Oak Securities’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 		$391K Sell
748
-51
-6% -$25.5K 0.02% 542
2026
Q1 		$370K Sell
799
-317
-28% -$154K 0.03% 526
2025
Q4 		$540K Sell
1,116
-25
-2% -$11.8K 0.04% 440
2025
Q3 		$529K Sell
1,141
-21
-2% -$9.46K 0.04% 412
2025
Q2 		$512K Buy
1,162
+105
+10% +$43.6K 0.04% 401
2025
Q1 		$439K Sell
1,057
-1,408
-57% -$609K 0.04% 404
2024
Q4 		$1.05M Buy
2,465
+1,876
+319% +$812K 0.1% 222
2024
Q3 		$248K Buy
589
+33
+6% +$13.4K 0.03% 456
2024
Q2 		$217K Buy
556
+237
+74% +$92K 0.03% 362
2024
Q1 		$127K Sell
319
-941
-75% -$363K 0.02% 413
2023
Q4 		$475K Buy
1,260
+1,010
+404% +$353K 0.06% 284
2023
Q3 		$83.7K Sell
250
-1,120
-82% -$388K 0.02% 348
2023
Q2 		$471K Buy
1,370
+195
+17% +$65.6K 0.08% 236
2023
Q1 		$391K Sell
1,175
-759
-39% -$252K 0.06% 238
2022
Q4 		$641K Buy
1,934
+1,684
+674% +$547K 0.12% 131
2022
Q3 		$83.7K Sell
250
-1,135
-82% -$361K 0.02% 348
2022
Q2 		$442K Sell
1,385
-264
-16% -$86.3K 0.1% 138
2022
Q1 		$573K Buy
+1,649
New +$572K 0.12% 151

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Silver Oak Securities's DIA Position: Q2 2026 in Review

Silver Oak Securities reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.4% in Q2 2026, selling an estimated $25.5K and leaving 748 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #542.

Silver Oak Securities first reported a position in DIA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.05M in Q4 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Silver Oak Securities held 748 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $391K as of Q2 2026.
  • Silver Oak Securities sold 51 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $25.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #542 holding.
  • Silver Oak Securities first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.05M in Q4 2024.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.