Welch & Forbes’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Welch & Forbes’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	$476K	Hold	911	–	–	0.01%	291
2026 Q1	$422K	Hold	911	–	–	0.01%	295
2025 Q4	$438K	Hold	911	–	–	0.01%	286
2025 Q3	$422K	Hold	911	–	–	0.01%	291
2025 Q2	$401K	Hold	911	–	–	0.01%	294
2025 Q1	$383K	Hold	911	–	–	0.01%	293
2024 Q4	$388K	Hold	911	–	–	0.01%	303
2024 Q3	$385K	Hold	911	–	–	﹤0.01%	312
2024 Q2	$356K	Hold	911	–	–	﹤0.01%	315
2024 Q1	$362K	Sell	911 -129	-12%	-$49.7K	0.01%	318
2023 Q4	$392K	Hold	1,040	–	–	0.01%	308
2023 Q3	$348K	Hold	1,040	–	–	0.01%	313
2023 Q2	$358K	Hold	1,040	–	–	0.01%	312
2023 Q1	$346K	Hold	1,040	–	–	0.01%	311
2022 Q4	$345K	Hold	1,040	–	–	0.01%	316
2022 Q3	$299K	Hold	1,040	–	–	0.01%	323
2022 Q2	$320K	Hold	1,040	–	–	0.01%	320
2022 Q1	$361K	Hold	1,040	–	–	0.01%	319
2021 Q4	$378K	Sell	1,040 -40	-4%	-$14.2K	0.01%	315
2021 Q3	$366K	Buy	1,080 +40	+4%	+$14K	0.01%	317
2021 Q2	$359K	Hold	1,040	–	–	0.01%	327
2021 Q1	$343K	Hold	1,040	–	–	0.01%	326
2020 Q4	$318K	Buy	+1,040	New	+$303K	0.01%	327

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

Welch & Forbes's DIA Position: Q2 2026 in Review

Welch & Forbes held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 911 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #291.

Welch & Forbes first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Welch & Forbes held 911 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $476K as of Q2 2026.
Welch & Forbes 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 0.01% of Welch & Forbes's portfolio in Q2 2026, its #291 holding.
Welch & Forbes first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.