Stokes Family Office’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Stokes Family Office’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	$643K	Sell	1,231 -1,245	-50%	-$622K	0.08%	168
2026 Q1	$1.15M	Sell	2,476 -1,150	-32%	-$557K	0.12%	121
2025 Q4	$1.74M	Hold	3,626	–	–	0.16%	101
2025 Q3	$1.68M	Sell	3,626 -461	-11%	-$208K	0.16%	103
2025 Q2	$1.8M	Hold	4,087	–	–	0.19%	93
2025 Q1	$1.72M	Hold	4,087	–	–	0.19%	95
2024 Q4	$1.74M	Hold	4,087	–	–	0.19%	93
2024 Q3	$1.73M	Sell	4,087 -19	-0.5%	-$7.72K	0.19%	92
2024 Q2	$1.61M	Hold	4,106	–	–	0.19%	95
2024 Q1	$1.63M	Buy	4,106 +153	+4%	+$58.9K	0.2%	92
2023 Q4	$1.49M	Sell	3,953 -752	-16%	-$263K	0.2%	90
2023 Q3	$1.58M	Sell	4,705 -286	-6%	-$99.2K	0.19%	100
2023 Q2	$1.72M	Sell	4,991 -226	-4%	-$76.1K	0.2%	89
2023 Q1	$1.74M	Sell	5,217 -89	-2%	-$29.6K	0.22%	86
2022 Q4	$1.76M	Sell	5,306 -17	-0.3%	-$5.53K	0.23%	78
2022 Q3	$1.53M	Sell	5,323 -49	-0.9%	-$15.6K	0.22%	83
2022 Q2	$1.65M	Sell	5,372 -23	-0.4%	-$7.52K	0.23%	83
2022 Q1	$1.87M	Hold	5,395	–	–	0.25%	74
2021 Q4	$1.96M	Hold	5,395	–	–	0.24%	74
2021 Q3	$1.82M	Hold	5,395	–	–	0.25%	73
2021 Q2	$1.86M	Hold	5,395	–	–	0.26%	72
2021 Q1	$1.78M	Sell	5,395 -200	-4%	-$63.1K	0.28%	68
2020 Q4	$1.71M	Buy	5,595 +20	+0.4%	+$5.82K	0.34%	62
2020 Q3	$1.55M	Hold	5,575	–	–	0.35%	60
2020 Q2	$1.44M	Hold	5,575	–	–	0.36%	59
2020 Q1	$1.22M	Hold	5,575	–	–	0.33%	63
2019 Q4	$1.59M	Buy	+5,575	New	+$1.54M	0.35%	59

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

Stokes Family Office's DIA Position: Q2 2026 in Review

Stokes Family Office reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 50% in Q2 2026, selling an estimated $622K and leaving 1,231 shares worth $643K. The position accounts for 0.08% of the portfolio, ranked #168.

Stokes Family Office first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.96M in Q4 2021. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Stokes Family Office held 1,231 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $643K as of Q2 2026.
Stokes Family Office sold 1,245 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $622K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Stokes Family Office's portfolio in Q2 2026, its #168 holding.
Stokes Family Office first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
Stokes Family Office's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.96M in Q4 2021.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.