Steigerwald Gordon & Koch’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Steigerwald Gordon & Koch’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	$231K	Hold	442	–	–	0.02%	139
2026 Q1	$205K	Hold	442	–	–	0.02%	134
2025 Q4	$212K	Hold	442	–	–	0.02%	134
2025 Q3	$205K	Buy	+442	New	+$199K	0.02%	134

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

Steigerwald Gordon & Koch's DIA Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 442 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #139.

Steigerwald Gordon & Koch first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Steigerwald Gordon & Koch held 442 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $231K as of Q2 2026.
Steigerwald Gordon & Koch 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 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #139 holding.
Steigerwald Gordon & Koch first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.