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

Smithbridge Asset Management’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	$18.9M	Buy	36,193 +47	+0.1%	+$23.5K	2.58%	9
2026 Q1	$16.7M	Sell	36,146 -35,985	-50%	-$17.4M	2.48%	9
2025 Q4	$34.7M	Buy	72,131 +35,981	+100%	+$17M	2.96%	6
2025 Q3	$16.8M	Buy	36,150 +101	+0.3%	+$45.5K	2.44%	8
2025 Q2	$15.9M	Buy	36,049 +329	+0.9%	+$137K	2.78%	7
2025 Q1	$15M	Buy	+35,720	New	+$15.4M	2.78%	6
2024 Q3	$15.1M	Buy	35,684 +98	+0.3%	+$39.8K	2.6%	6
2024 Q2	$13.9M	Buy	35,586 +14,147	+66%	+$5.49M	2.89%	5
2024 Q1	$8.53M	Buy	+21,439	New	+$8.26M	1.76%	17

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

Smithbridge Asset Management's DIA Position: Q2 2026 in Review

Smithbridge Asset Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.13% in Q2 2026, buying an estimated $23.5K and bringing the position to 36,193 shares worth $18.9M. The position accounts for 2.58% of the portfolio, ranked #9.

Smithbridge Asset Management first reported a position in DIA in Q1 2024 and has held it in 9 quarters since. The position peaked at $34.7M in Q4 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Smithbridge Asset Management held 36,193 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $18.9M as of Q2 2026.
Smithbridge Asset Management bought 47 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $23.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.58% of Smithbridge Asset Management's portfolio in Q2 2026, its #9 holding.
Smithbridge Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 9 quarters since.
Smithbridge Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $34.7M 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 Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.