W.H. Cornerstone Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

W.H. Cornerstone Investments’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	$1.95M	Buy	3,735 +11	+0.3%	+$5.49K	1.1%	16
2026 Q1	$1.72M	Buy	3,724 +14	+0.4%	+$6.78K	1.08%	21
2025 Q4	$1.78M	Sell	3,710 -12	-0.3%	-$5.68K	1.07%	21
2025 Q3	$1.73M	Buy	3,722 +13	+0.4%	+$5.86K	1.05%	20
2025 Q2	$1.63M	Buy	3,709 +511	+16%	+$212K	1.04%	20
2025 Q1	$1.34M	Sell	3,198 -196	-6%	-$84.8K	0.93%	20
2024 Q4	$1.44M	Sell	3,394 -36	-1%	-$15.6K	0.96%	21
2024 Q3	$1.45M	Buy	3,430 +12	+0.4%	+$4.88K	0.98%	21
2024 Q2	$1.34M	Buy	3,418 +16	+0.5%	+$6.21K	0.95%	19
2024 Q1	$1.35M	Buy	3,402 +14	+0.4%	+$5.39K	0.98%	21
2023 Q4	$1.28M	Buy	3,388 +18	+0.5%	+$6.29K	1.01%	24
2023 Q3	$1.13M	Sell	3,370 -3	-0.1%	-$1.04K	0.99%	27
2023 Q2	$1.16M	Buy	3,373 +9	+0.3%	+$3.03K	1.04%	29
2023 Q1	$1.12M	Sell	3,364 -291	-8%	-$96.7K	1.02%	29
2022 Q4	$1.25M	Buy	3,655 +121	+3%	+$39.3K	1.19%	21
2022 Q3	$1.03M	Buy	+3,534	New	+$1.12M	1.09%	27

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

W.H. Cornerstone Investments's DIA Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.3% in Q2 2026, buying an estimated $5.49K and bringing the position to 3,735 shares worth $1.95M. The position accounts for 1.1% of the portfolio, ranked #16.

W.H. Cornerstone Investments first reported a position in DIA in Q3 2022 and has held it in 16 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

W.H. Cornerstone Investments held 3,735 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.95M as of Q2 2026.
W.H. Cornerstone Investments bought 11 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $5.49K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.1% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #16 holding.
W.H. Cornerstone Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 16 quarters since.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.