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

Tortoise Investment 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
2020 Q1	–	Sell	-2,000	Closed	-$5K	–	556
2019 Q4	$5K	Buy	+2,000	New	+$551K	﹤0.01%	480

Other funds holding DIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Tortoise Investment Management's DIA Position: Q2 2026 in Review

Tortoise Investment Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.29% in Q2 2026, selling an estimated $13.5K and leaving 9,340 shares worth $4.88M. The position accounts for 0.36% of the portfolio, ranked #63.

Tortoise Investment Management first reported a position in DIA in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.35M in Q3 2018. 1,117 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Tortoise Investment Management held 9,340 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.88M as of Q2 2026.
Tortoise Investment Management sold 27 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $13.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.36% of Tortoise Investment Management's portfolio in Q2 2026, its #63 holding.
Tortoise Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 53 quarters since.
Tortoise Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.35M in Q3 2018.
1,117 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.