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

Winthrop Advisory Group’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	$458K	Sell	877 -11	-1%	-$5.49K	0.03%	131
2026 Q1	$412K	Hold	888	–	–	0.03%	115
2025 Q4	$427K	Buy	888 +6	+0.7%	+$2.84K	0.04%	116
2025 Q3	$410K	Hold	882	–	–	0.04%	113
2025 Q2	$390K	Hold	882	–	–	0.04%	117
2025 Q1	$371K	Hold	882	–	–	0.04%	104
2024 Q4	$375K	Hold	882	–	–	0.05%	108
2024 Q3	$374K	Sell	882 -15	-2%	-$6.09K	0.05%	103
2024 Q2	$358K	Hold	897	–	–	0.05%	104
2024 Q1	$358K	Hold	897	–	–	0.05%	104
2023 Q4	$338K	Sell	897 -50	-5%	-$17.5K	0.05%	99
2023 Q3	$318K	Buy	947 +1	+0.1%	+$347	0.05%	93
2023 Q2	$326K	Sell	946 -31	-3%	-$10.4K	0.05%	97
2023 Q1	$326K	Buy	977 +30	+3%	+$9.97K	0.06%	93
2022 Q4	$314K	Buy	947 +18	+2%	+$5.85K	0.06%	96
2022 Q3	$268K	Buy	929 +4	+0.4%	+$1.27K	0.06%	91
2022 Q2	$286K	Buy	925 +4	+0.4%	+$1.31K	0.07%	91
2022 Q1	$320K	Buy	921 +4	+0.4%	+$1.39K	0.07%	98
2021 Q4	$334K	Sell	917 -17,215	-95%	-$6.12M	0.07%	94
2021 Q3	$933K	Buy	18,132 +17,044	+1,567%	+$5.95M	0.21%	43
2021 Q2	$375K	Buy	1,088 +3	+0.3%	+$1.02K	0.08%	83
2021 Q1	$358K	Buy	1,085 +4	+0.4%	+$1.26K	0.09%	83
2020 Q4	$331K	Buy	1,081 +177	+20%	+$51.5K	0.09%	87
2020 Q3	$252K	Buy	904 +10	+1%	+$2.73K	0.08%	103
2020 Q2	$230K	Buy	+894	New	+$220K	0.08%	84
2020 Q1	–	Sell	-886	Closed	-$253K	–	89
2019 Q4	$253K	Buy	886 +9	+1%	+$2.48K	0.09%	89
2019 Q3	$236K	Buy	+877	New	+$234K	0.09%	83

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

Winthrop Advisory Group's DIA Position: Q2 2026 in Review

Winthrop Advisory Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.2% in Q2 2026, selling an estimated $5.49K and leaving 877 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #131.

Winthrop Advisory Group first reported a position in DIA in Q3 2019 and has held it in 27 quarters since. The position peaked at $933K in Q3 2021. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Winthrop Advisory Group held 877 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $458K as of Q2 2026.
Winthrop Advisory Group sold 11 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $5.49K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Winthrop Advisory Group's portfolio in Q2 2026, its #131 holding.
Winthrop Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and has held it in 27 quarters since.
Winthrop Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $933K in Q3 2021.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.