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

Wellington Shields 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	$4.18K	Buy	+8	New	+$4K	﹤0.01%	332
2025 Q2	–	Sell	-45	Closed	-$18.9K	–	326
2025 Q1	$18.9K	Hold	45	–	–	﹤0.01%	303
2024 Q4	$19.1K	Hold	45	–	–	﹤0.01%	298
2024 Q3	$19K	Sell	45 -45	-50%	-$18.3K	﹤0.01%	305
2024 Q2	$35.2K	Buy	+90	New	+$34.9K	0.01%	290

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

Wellington Shields Capital Management's DIA Position: Q2 2026 in Review

Wellington Shields Capital Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 8 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Wellington Shields Capital Management previously reported a position in DIA as recently as Q1 2025.

Wellington Shields Capital Management first reported a position in DIA in Q2 2024 and has held it in 5 quarters since. The position peaked at $35.2K in Q2 2024. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wellington Shields Capital Management held 8 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.18K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Wellington Shields Capital Management position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Wellington Shields Capital Management's portfolio in Q2 2026, its #332 holding.
Wellington Shields Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 5 quarters since.
Wellington Shields Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $35.2K in Q2 2024.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.