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

Van Hulzen 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	$295K	Hold	565	–	–	0.02%	315
2026 Q1	$262K	Buy	+565	New	+$274K	0.02%	309
2025 Q2	–	Sell	-624	Closed	-$262K	–	330
2025 Q1	$262K	Hold	624	–	–	0.02%	263
2024 Q4	$266K	Hold	624	–	–	0.02%	276
2024 Q3	$264K	Sell	624 -257	-29%	-$104K	0.02%	275
2024 Q2	$345K	Hold	881	–	–	0.02%	237
2024 Q1	$351K	Hold	881	–	–	0.02%	248
2023 Q4	$332K	Buy	+881	New	+$308K	0.02%	254

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

Van Hulzen Asset Management's DIA Position: Q2 2026 in Review

Van Hulzen Asset Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 565 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #315.

Van Hulzen Asset Management first reported a position in DIA in Q4 2023 and has held it in 8 quarters since. The position peaked at $351K in Q1 2024. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Van Hulzen Asset Management held 565 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $295K as of Q2 2026.
Van Hulzen Asset Management 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 Van Hulzen Asset Management's portfolio in Q2 2026, its #315 holding.
Van Hulzen Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 8 quarters since.
Van Hulzen Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $351K in Q1 2024.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.