Stephen J. Garry & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Stephen J. Garry & Associates’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	$318K	Hold	608	–	–	0.23%	43
2026 Q1	$282K	Hold	608	–	–	0.23%	43
2025 Q4	$292K	Hold	608	–	–	0.23%	43
2025 Q3	$282K	Hold	608	–	–	0.23%	40
2025 Q2	$268K	Hold	608	–	–	0.23%	40
2025 Q1	$255K	Hold	608	–	–	0.24%	38
2024 Q4	$259K	Hold	608	–	–	0.24%	39
2024 Q3	$257K	Sell	608 -155	-20%	-$63K	0.24%	34
2024 Q2	$298K	Hold	763	–	–	0.3%	31
2024 Q1	$303K	Hold	763	–	–	0.31%	31
2023 Q4	$288K	Buy	+763	New	+$267K	0.32%	32

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

Stephen J. Garry & Associates's DIA Position: Q2 2026 in Review

Stephen J. Garry & Associates held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 608 shares worth $318K. The position accounts for 0.23% of the portfolio, ranked #43.

Stephen J. Garry & Associates first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Stephen J. Garry & Associates held 608 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $318K as of Q2 2026.
Stephen J. Garry & Associates 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 0.23% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #43 holding.
Stephen J. Garry & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 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 Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.