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

Whitcomb & Hess’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	$276K	Sell	528 -69	-12%	-$34.5K	0.06%	50
2026 Q1	$276K	Hold	597	–	–	0.06%	51
2025 Q4	$294K	Hold	597	–	–	0.07%	49
2025 Q3	$277K	Hold	597	–	–	0.07%	50
2025 Q2	$263K	Hold	597	–	–	0.07%	49
2025 Q1	$251K	Hold	597	–	–	0.08%	46
2024 Q4	$254K	Hold	597	–	–	0.08%	48
2024 Q3	$253K	Hold	597	–	–	0.08%	46
2024 Q2	$233K	Hold	597	–	–	0.07%	47
2024 Q1	$237K	Hold	597	–	–	0.08%	48
2023 Q4	$225K	Buy	+597	New	+$209K	0.08%	44

Other funds holding DIA

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Whitcomb & Hess's DIA Position: Q2 2026 in Review

Whitcomb & Hess reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 12% in Q2 2026, selling an estimated $34.5K and leaving 528 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #50.

Whitcomb & Hess first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $294K in Q4 2025. 921 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Whitcomb & Hess held 528 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $276K as of Q2 2026.
Whitcomb & Hess sold 69 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $34.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Whitcomb & Hess's portfolio in Q2 2026, its #50 holding.
Whitcomb & Hess first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
Whitcomb & Hess's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $294K in Q4 2025.
921 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.