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Well Done LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Well Done LLC’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 		$1.17M Sell
2,243
-351
-14% -$175K 0.16% 78
2026
Q1 		$1.2M Buy
2,594
+25
+1% +$12.1K 0.18% 73
2025
Q4 		$1.23M Sell
2,569
-6
-0.2% -$2.84K 0.18% 71
2025
Q3 		$1.19M Sell
2,575
-371
-13% -$167K 0.2% 68
2025
Q2 		$1.3M Sell
2,946
-134
-4% -$55.6K 0.24% 61
2025
Q1 		$1.31M Buy
3,080
+100
+3% +$43.2K 0.24% 58
2024
Q4 		$1.26M Hold
2,980
– – 0.23% 57
2024
Q3 		$1.26M Hold
2,980
– – 0.23% 57
2024
Q2 		$1.17M Buy
2,980
+55
+2% +$21.4K 0.24% 59
2024
Q1 		$1.16M Buy
2,925
+362
+14% +$139K 0.23% 59
2023
Q4 		$966K Buy
2,563
+1,390
+118% +$486K 0.19% 69
2023
Q3 		$393K Hold
1,173
– – 0.09% 113
2023
Q2 		$403K Hold
1,173
– – 0.09% 108
2023
Q1 		$390K Hold
1,173
– – 0.08% 114
2022
Q4 		$389K Hold
1,173
– – 0.08% 119
2022
Q3 		$337K Hold
1,173
– – 0.08% 117
2022
Q2 		$361K Hold
1,173
– – 0.08% 118
2022
Q1 		$407K Hold
1,173
– – 0.08% 123
2021
Q4 		$426K Hold
1,173
– – 0.09% 113
2021
Q3 		$397K Hold
1,173
– – 0.09% 116
2021
Q2 		$405K Hold
1,173
– – 0.09% 118
2021
Q1 		$387K Hold
1,173
– – 0.09% 113
2020
Q4 		$359K Hold
1,173
– – 0.09% 108
2020
Q3 		$326K Hold
1,173
– – 0.09% 101
2020
Q2 		$302K Buy
+1,173
New +$288K 0.08% 111
2018
Q2 		– Sell
-159
Closed -$38K – 221
2018
Q1 		$38K Buy
+159
New +$39.9K 0.01% 253

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Well Done LLC's DIA Position: Q2 2026 in Review

Well Done LLC reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 14% in Q2 2026, selling an estimated $175K and leaving 2,243 shares worth $1.17M. The position accounts for 0.16% of the portfolio, ranked #78.

Well Done LLC first reported a position in DIA in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.31M in Q1 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Well Done LLC held 2,243 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.17M as of Q2 2026.
  • Well Done LLC sold 351 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $175K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Well Done LLC's portfolio in Q2 2026, its #78 holding.
  • Well Done LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 26 quarters since.
  • Well Done LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.31M in Q1 2025.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.