Winch Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Winch Advisory Services’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	$205K	Buy	393 +1	+0.3%	+$499	0.04%	107
2026 Q1	$181K	Buy	392 +1	+0.3%	+$484	0.04%	105
2025 Q4	$188K	Hold	391	–	–	0.04%	100
2025 Q3	$181K	Buy	391 +1	+0.3%	+$451	0.04%	102
2025 Q2	$172K	Buy	390 +1	+0.3%	+$415	0.04%	100
2025 Q1	$163K	Buy	389 +1	+0.3%	+$432	0.04%	97
2024 Q4	$165K	Buy	388 +2	+0.5%	+$866	0.04%	96
2024 Q3	$163K	Buy	386 +1	+0.3%	+$406	0.05%	98
2024 Q2	$151K	Hold	385	–	–	0.04%	95
2024 Q1	$153K	Hold	385	–	–	0.05%	96
2023 Q4	$145K	Buy	385 +2	+0.5%	+$699	0.05%	92
2023 Q3	$128K	Buy	383 +2	+0.5%	+$694	0.05%	90
2023 Q2	$131K	Buy	381 +1	+0.3%	+$337	0.05%	91
2023 Q1	$126K	Buy	380 +6	+2%	+$1.99K	0.05%	91
2022 Q4	$124K	Buy	374 +2	+0.5%	+$650	0.05%	89
2022 Q3	$107K	Buy	372 +2	+0.5%	+$636	0.05%	91
2022 Q2	$114K	Sell	370 -17	-4%	-$5.56K	0.05%	92
2022 Q1	$134K	Buy	387 +1	+0.3%	+$347	0.05%	85
2021 Q4	$140K	Hold	386	–	–	0.05%	83
2021 Q3	$131K	Hold	386	–	–	0.05%	81
2021 Q2	$133K	Hold	386	–	–	0.05%	80
2021 Q1	$127K	Buy	386 +1	+0.3%	+$316	0.05%	76
2020 Q4	$118K	Buy	385 +33	+9%	+$9.61K	0.05%	67
2020 Q3	$98K	Buy	352 +2	+0.6%	+$546	0.04%	66
2020 Q2	$90K	Buy	350 +1	+0.3%	+$246	0.04%	68
2020 Q1	$77K	Buy	349 +180	+107%	+$47.8K	0.04%	67
2019 Q4	$48K	Buy	169 +1	+0.6%	+$276	0.02%	117
2019 Q3	$45K	Buy	168 +1	+0.6%	+$267	0.02%	110
2019 Q2	$44K	Buy	167 +1	+0.6%	+$261	0.02%	118
2019 Q1	$43K	Buy	166 +1	+0.6%	+$252	0.02%	122
2018 Q4	$39K	Buy	165 +1	+0.6%	+$250	0.02%	111
2018 Q3	$43K	Hold	164	–	–	0.02%	111
2018 Q2	$40K	Buy	164 +1	+0.6%	+$246	0.02%	125
2018 Q1	$39K	Buy	163 +1	+0.6%	+$251	0.02%	130
2017 Q4	$40K	Buy	162 +1	+0.6%	+$237	0.02%	116
2017 Q3	$36K	Sell	161 -1,276	-89%	-$279K	0.02%	108
2017 Q2	$306K	Buy	1,437 +1	+0.1%	+$210	0.19%	65
2017 Q1	$296K	Buy	1,436 +1	+0.1%	+$204	0.19%	69
2016 Q4	$284K	Buy	1,435 +693	+93%	+$131K	0.2%	64
2016 Q3	$136K	Sell	742 -7	-0.9%	-$1.28K	0.11%	70
2016 Q2	$134K	Buy	749 +593	+380%	+$105K	0.16%	46
2016 Q1	$27K	Buy	+156	New	+$26K	0.04%	65
2014 Q4	–	Sell	-14,233	Closed	-$2.42M	–	73
2014 Q3	$2.42M	Buy	+14,233	New	+$2.41M	1.55%	21

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

Winch Advisory Services's DIA Position: Q2 2026 in Review

Winch Advisory Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.26% in Q2 2026, buying an estimated $499 and bringing the position to 393 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #107.

Winch Advisory Services first reported a position in DIA in Q3 2014 and has held it in 43 quarters since. The position peaked at $2.42M in Q3 2014. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Winch Advisory Services held 393 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $205K as of Q2 2026.
Winch Advisory Services bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Winch Advisory Services's portfolio in Q2 2026, its #107 holding.
Winch Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2014 and has held it in 43 quarters since.
Winch Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.42M in Q3 2014.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.