Smith Thornton Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Smith Thornton Advisors’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	$409K	Hold	779	–	–	0.18%	99
2026 Q1	$361K	Hold	779	–	–	0.18%	103
2025 Q4	$374K	Hold	779	–	–	0.19%	104
2025 Q3	$361K	Hold	779	–	–	0.19%	101
2025 Q2	$343K	Hold	779	–	–	0.2%	106
2025 Q1	$327K	Hold	779	–	–	0.2%	105
2024 Q4	$331K	Hold	779	–	–	0.21%	104
2024 Q3	$330K	Hold	779	–	–	0.22%	105
2024 Q2	$305K	Buy	+779	New	+$302K	0.22%	105

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

Smith Thornton Advisors's DIA Position: Q2 2026 in Review

Smith Thornton Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 779 shares worth $409K. The position accounts for 0.18% of the portfolio, ranked #99.

Smith Thornton Advisors first reported a position in DIA in Q2 2024 and has held it in 9 quarters since. 1,448 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Smith Thornton Advisors held 779 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $409K as of Q2 2026.
Smith Thornton Advisors 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 0.18% of Smith Thornton Advisors's portfolio in Q2 2026, its #99 holding.
Smith Thornton Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 9 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.