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

Warwick 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
2026 Q2	–	Sell	-730	Closed	-$338K	–	152
2026 Q1	$338K	Buy	730 +1	+0.1%	+$484	0.05%	96
2025 Q4	$350K	Buy	729 +1	+0.1%	+$473	0.05%	100
2025 Q3	$337K	Buy	728 +2	+0.3%	+$901	0.06%	105
2025 Q2	$320K	Buy	726 +1	+0.1%	+$415	0.06%	91
2025 Q1	$305K	Buy	725 +1	+0.1%	+$432	0.06%	88
2024 Q4	$308K	Sell	724 -18	-2%	-$7.79K	0.06%	74
2024 Q3	$314K	Buy	742 +1	+0.1%	+$406	0.07%	67
2024 Q2	$290K	Buy	741 +2	+0.3%	+$776	0.07%	78
2024 Q1	$294K	Buy	739 +1	+0.1%	+$385	0.07%	75
2023 Q4	$278K	Buy	738 +2	+0.3%	+$699	0.08%	64
2023 Q3	$247K	Buy	736 +1	+0.1%	+$347	0.09%	56
2023 Q2	$253K	Buy	735 +2	+0.3%	+$673	0.1%	50
2023 Q1	$244K	Buy	733 +1	+0.1%	+$332	0.1%	48
2022 Q4	$242K	Buy	732 +2	+0.3%	+$650	0.1%	74
2022 Q3	$210K	Buy	+730	New	+$232K	0.12%	45
2022 Q2	–	Sell	-727	Closed	-$252K	–	56
2022 Q1	$252K	Buy	+727	New	+$252K	0.11%	47

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

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

Warwick Investment Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 730 shares — an estimated $338K sold.

Warwick Investment Management first reported a position in DIA in Q1 2022 and held it in 16 quarters. The position peaked at $350K in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Warwick Investment Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Warwick Investment Management sold 730 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $338K.
Warwick Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and held it in 16 quarters.
Warwick Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $350K in Q4 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.