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Smith, Moore & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Smith, Moore & Co’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 		$2.64M Buy
5,048
+232
+5% +$116K 0.17% 113
2026
Q1 		$2.23M Buy
4,816
+182
+4% +$88.2K 0.16% 122
2025
Q4 		$2.23M Buy
4,634
+393
+9% +$186K 0.17% 115
2025
Q3 		$1.97M Buy
4,241
+37
+0.9% +$16.7K 0.15% 126
2025
Q2 		$1.85M Buy
4,204
+592
+16% +$246K 0.16% 129
2025
Q1 		$1.52M Sell
3,612
-268
-7% -$116K 0.14% 147
2024
Q4 		$1.65M Buy
3,880
+56
+1% +$24.2K 0.15% 126
2024
Q3 		$1.62M Buy
3,824
+336
+10% +$137K 0.15% 125
2024
Q2 		$1.36M Buy
3,488
+158
+5% +$61.3K 0.14% 136
2024
Q1 		$1.32M Buy
3,330
+467
+16% +$180K 0.14% 138
2023
Q4 		$1.08M Sell
2,863
-48
-2% -$16.8K 0.13% 147
2023
Q3 		$975K Buy
2,911
+2
+0.1% +$694 0.13% 149
2023
Q2 		$1M Buy
2,909
+152
+6% +$51.2K 0.13% 146
2023
Q1 		$917K Buy
2,757
+102
+4% +$33.9K 0.12% 156
2022
Q4 		$880K Sell
2,655
-51
-2% -$16.6K 0.12% 159
2022
Q3 		$777K Buy
2,706
+72
+3% +$22.9K 0.12% 160
2022
Q2 		$811K Sell
2,634
-98
-4% -$32K 0.13% 164
2022
Q1 		$948K Buy
2,732
+31
+1% +$10.8K 0.13% 166
2021
Q4 		$981K Buy
2,701
+142
+6% +$50.5K 0.14% 151
2021
Q3 		$866K Buy
2,559
+1
+0% +$349 0.13% 162
2021
Q2 		$882K Sell
2,558
-98
-4% -$33.5K 0.13% 168
2021
Q1 		$877K Buy
2,656
+61
+2% +$19.3K 0.14% 153
2020
Q4 		$793K Sell
2,595
-38
-1% -$11.1K 0.15% 134
2020
Q3 		$731K Buy
2,633
+291
+12% +$79.5K 0.15% 134
2020
Q2 		$604K Buy
2,342
+1,237
+112% +$304K 0.13% 142
2020
Q1 		$242K Buy
+1,105
New +$294K 0.06% 247

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

Smith, Moore & Co's DIA Position: Q2 2026 in Review

Smith, Moore & Co increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.8% in Q2 2026, buying an estimated $116K and bringing the position to 5,048 shares worth $2.64M. The position accounts for 0.17% of the portfolio, ranked #113.

Smith, Moore & Co first reported a position in DIA in Q1 2020 and has held it in 26 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Smith, Moore & Co held 5,048 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.64M as of Q2 2026.
  • Smith, Moore & Co bought 232 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $116K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.17% of Smith, Moore & Co's portfolio in Q2 2026, its #113 holding.
  • Smith, Moore & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 26 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 Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.