Wilmington Savings Fund Society’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wilmington Savings Fund Society’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	$891K	Buy	1,706 +1,250	+274%	+$624K	0.02%	331
2026 Q1	$211K	Hold	456	–	–	0.01%	584
2025 Q4	$219K	Hold	456	–	–	0.01%	577
2025 Q3	$211K	Sell	456 -2,341	-84%	-$1.06M	0.01%	578
2025 Q2	$1.23M	Sell	2,797 -243	-8%	-$101K	0.02%	389
2025 Q1	$1.28M	Sell	3,040 -133	-4%	-$57.5K	0.02%	376
2024 Q4	$1.35M	Buy	3,173 +259	+9%	+$112K	0.02%	367
2024 Q3	$1.23M	Buy	2,914 +2,074	+247%	+$843K	0.02%	387
2024 Q2	$329K	Hold	840	–	–	0.01%	300
2024 Q1	$334K	Buy	+840	New	+$324K	0.01%	299
2023 Q3	$246K	Hold	735	–	–	0.01%	320
2023 Q2	$253K	Hold	735	–	–	0.01%	330
2023 Q1	$244K	Hold	735	–	–	0.01%	316
2022 Q4	$244K	Hold	735	–	–	0.01%	321
2022 Q3	$211K	Hold	735	–	–	0.01%	331
2022 Q2	$226K	Hold	735	–	–	0.01%	337
2022 Q1	$255K	Hold	735	–	–	0.01%	342
2021 Q4	$267K	Hold	735	–	–	0.01%	340
2021 Q3	$249K	Hold	735	–	–	0.01%	353
2021 Q2	$253K	Sell	735 -111	-13%	-$37.9K	0.01%	354
2021 Q1	$279K	Sell	846 -175	-17%	-$55.2K	0.01%	327
2020 Q4	$312K	Hold	1,021	–	–	0.01%	319
2020 Q3	$283K	Sell	1,021 -596	-37%	-$163K	0.01%	310
2020 Q2	$417K	Hold	1,617	–	–	0.02%	277
2020 Q1	$355K	Buy	+1,617	New	+$430K	0.02%	283
2019 Q3	–	Sell	-786	Closed	-$209K	–	335
2019 Q2	$209K	Hold	786	–	–	0.01%	327
2019 Q1	$204K	Buy	+786	New	+$198K	0.01%	333
2018 Q4	–	Sell	-786	Closed	-$208K	–	342
2018 Q3	$208K	Buy	+786	New	+$201K	0.01%	344

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wilmington Savings Fund Society's DIA Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 274% in Q2 2026, buying an estimated $624K and bringing the position to 1,706 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #331.

Wilmington Savings Fund Society first reported a position in DIA in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.35M in Q4 2024. 618 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wilmington Savings Fund Society held 1,706 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $891K as of Q2 2026.
Wilmington Savings Fund Society bought 1,250 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $624K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #331 holding.
Wilmington Savings Fund Society first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 28 quarters since.
Wilmington Savings Fund Society's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.35M in Q4 2024.
618 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.