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

Washburn Capital 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	$9.21M	Sell	17,637 -7,899	-31%	-$3.94M	4.54%	5
2026 Q1	$11.8M	Sell	25,536 -96	-0.4%	-$46.5K	6.87%	4
2025 Q4	$12.3M	Sell	25,632 -1,166	-4%	-$552K	6.78%	4
2025 Q3	$12.4M	Sell	26,798 -1,863	-7%	-$840K	6.94%	4
2025 Q2	$12.6M	Sell	28,661 -1,495	-5%	-$620K	7.4%	4
2025 Q1	$12.7M	Sell	30,156 -475	-2%	-$205K	8.33%	4
2024 Q4	$13M	Buy	30,631 +954	+3%	+$413K	8.07%	4
2024 Q3	$12.6M	Sell	29,677 -2,512	-8%	-$1.02M	9%	4
2024 Q2	$12.6M	Sell	32,189 -1,545	-5%	-$600K	8.98%	4
2024 Q1	$13.4M	Sell	33,734 -2,350	-7%	-$905K	9.92%	4
2023 Q4	$13.6M	Buy	36,084 +456	+1%	+$159K	10.22%	4
2023 Q3	$11.9M	Sell	35,628 -2,052	-5%	-$712K	10.08%	4
2023 Q2	$13M	Sell	37,680 -13,922	-27%	-$4.69M	10.82%	4
2023 Q1	$17.2M	Sell	51,602 -4,336	-8%	-$1.44M	14.8%	2
2022 Q4	$18.5M	Sell	55,938 -86	-0.2%	-$28K	16.86%	2
2022 Q3	$16.1M	Sell	56,024 -1,258	-2%	-$400K	15.39%	2
2022 Q2	$17.6M	Sell	57,282 -1,622	-3%	-$530K	15.19%	2
2022 Q1	$20.4M	Buy	58,904 +782	+1%	+$271K	13.39%	2
2021 Q4	$21.1M	Buy	58,122 +1,296	+2%	+$460K	12.55%	2
2021 Q3	$19.2M	Buy	56,826 +1,114	+2%	+$389K	12.57%	2
2021 Q2	$19.2M	Buy	55,712 +4,751	+9%	+$1.62M	12.85%	2
2021 Q1	$16.8M	Buy	50,961 +4,208	+9%	+$1.33M	11.42%	2
2020 Q4	$14.3M	Buy	46,753 +695	+2%	+$202K	9.94%	3
2020 Q3	$12.8M	Buy	46,058 +571	+1%	+$156K	10.1%	3
2020 Q2	$11.7M	Buy	45,487 +6,585	+17%	+$1.62M	10.8%	3
2020 Q1	$8.53M	Sell	38,902 -25,486	-40%	-$6.77M	11.67%	3
2019 Q4	$18.4M	Buy	+64,388	New	+$17.7M	16.67%	3

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

Washburn Capital Management's DIA Position: Q2 2026 in Review

Washburn Capital Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 31% in Q2 2026, selling an estimated $3.94M and leaving 17,637 shares worth $9.21M. The position accounts for 4.54% of the portfolio, ranked #5.

Washburn Capital Management first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.1M in Q4 2021. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Washburn Capital Management held 17,637 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.21M as of Q2 2026.
Washburn Capital Management sold 7,899 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3.94M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 4.54% of Washburn Capital Management's portfolio in Q2 2026, its #5 holding.
Washburn Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
Washburn Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $21.1M in Q4 2021.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.