Woodmont Investment Counsel’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Woodmont Investment Counsel’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	$1.5M	Sell	2,869 -100	-3%	-$49.9K	0.08%	116
2026 Q1	$1.38M	Sell	2,969 -15	-0.5%	-$7.27K	0.08%	115
2025 Q4	$1.43M	Hold	2,984	–	–	0.09%	113
2025 Q3	$1.38M	Hold	2,984	–	–	0.09%	114
2025 Q2	$1.31M	Buy	+2,984	New	+$1.24M	0.09%	130
2025 Q1	–	Sell	-474	Closed	-$202K	–	274
2024 Q4	$202K	Buy	+474	New	+$205K	0.01%	256
2016 Q4	–	Sell	-192	Closed	-$35K	–	292
2016 Q3	$35K	Buy	+192	New	+$35.3K	0.01%	295
2016 Q2	–	Sell	-192	Closed	-$34K	–	247
2016 Q1	$34K	Hold	192	–	–	0.01%	299
2015 Q4	$33K	Hold	192	–	–	0.01%	309
2015 Q3	$31K	Hold	192	–	–	0.01%	308
2015 Q2	$34K	Buy	+192	New	+$34.5K	0.01%	299

Other funds holding DIA

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

Woodmont Investment Counsel's DIA Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.4% in Q2 2026, selling an estimated $49.9K and leaving 2,869 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #116.

Woodmont Investment Counsel first reported a position in DIA in Q2 2015 and has held it in 11 quarters since. 927 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Woodmont Investment Counsel held 2,869 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.5M as of Q2 2026.
Woodmont Investment Counsel sold 100 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $49.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Woodmont Investment Counsel's portfolio in Q2 2026, its #116 holding.
Woodmont Investment Counsel first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2015 and has held it in 11 quarters since.
927 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.