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

Wellington Shields & Co’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	$305K	Buy	585 +68	+13%	+$34K	0.07%	216
2026 Q1	$239K	Buy	517 +18	+4%	+$8.72K	0.06%	225
2025 Q4	$240K	Buy	+499	New	+$236K	0.06%	223
2025 Q2	–	Sell	-438	Closed	-$184K	–	320
2025 Q1	$184K	Buy	438 +11	+3%	+$4.76K	0.06%	217
2024 Q4	$182K	Sell	427 -5	-1%	-$2.16K	0.06%	210
2024 Q3	$183K	Hold	432	–	–	0.06%	224
2024 Q2	$169K	Buy	+432	New	+$168K	0.06%	225

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 & Co's DIA Position: Q2 2026 in Review

Wellington Shields & Co increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 13% in Q2 2026, buying an estimated $34K and bringing the position to 585 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #216.

Wellington Shields & Co first reported a position in DIA in Q2 2024 and has held it in 7 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wellington Shields & Co held 585 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $305K as of Q2 2026.
Wellington Shields & Co bought 68 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $34K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Wellington Shields & Co's portfolio in Q2 2026, its #216 holding.
Wellington Shields & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 7 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 Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.