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

TCP 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	$58.4M	Buy	111,749 +4,067	+4%	+$2.03M	6.62%	2
2026 Q1	$49.9M	Buy	107,682 +29,461	+38%	+$14.3M	6.41%	2
2025 Q4	$37.6M	Buy	78,221 +3,016	+4%	+$1.43M	6.33%	3
2025 Q3	$34.9M	Buy	75,205 +2,398	+3%	+$1.08M	6.22%	3
2025 Q2	$32.1M	Buy	72,807 +3,428	+5%	+$1.42M	6.36%	3
2025 Q1	$29.1M	Buy	69,379 +1,480	+2%	+$640K	6.51%	3
2024 Q4	$28.9M	Buy	67,899 +2,584	+4%	+$1.12M	6.37%	3
2024 Q3	$27.6M	Buy	65,315 +3,045	+5%	+$1.24M	6.37%	3
2024 Q2	$24.4M	Buy	62,270 +1,413	+2%	+$549K	6.16%	5
2024 Q1	$24.2M	Buy	60,857 +16,005	+36%	+$6.17M	6.4%	3
2023 Q4	$16.9M	Buy	44,852 +1,240	+3%	+$433K	6.26%	4
2023 Q3	$14.6M	Buy	43,612 +2,656	+6%	+$921K	6.25%	3
2023 Q2	$14.1M	Buy	40,956 +7,917	+24%	+$2.66M	5.99%	5
2023 Q1	$11M	Buy	33,039 +7,077	+27%	+$2.35M	6.05%	6
2022 Q4	$8.6M	Buy	+25,962	New	+$8.44M	6.72%	5

Other funds holding DIA

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

TCP Asset Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.8% in Q2 2026, buying an estimated $2.03M and bringing the position to 111,749 shares worth $58.4M. The position accounts for 6.62% of the portfolio, ranked #2.

TCP Asset Management first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. 278 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

TCP Asset Management held 111,749 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $58.4M as of Q2 2026.
TCP Asset Management bought 4,067 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.03M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 6.62% of TCP Asset Management's portfolio in Q2 2026, its #2 holding.
TCP Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.