BOLTON SECURITIES CORPORATION’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

BOLTON SECURITIES CORPORATION’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	$3.28M	Sell	6,281 -8,812	-58%	-$4.4M	0.12%	183
2026 Q1	$6.99M	Buy	+15,093	New	+$7.31M	0.33%	63
2025 Q3	$6.93M	Buy	+14,943	New	+$6.74M	0.33%	63
2025 Q1	$1.28M	Buy	+3,045	New	+$1.32M	0.08%	284

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 $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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 $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DIA Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 58% in Q2 2026, selling an estimated $4.4M and leaving 6,281 shares worth $3.28M. The position accounts for 0.12% of the portfolio, ranked #183.

BOLTON SECURITIES CORPORATION first reported a position in DIA in Q1 2025 and has held it in 4 quarters since. The position peaked at $6.99M in Q1 2026. 1,462 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

BOLTON SECURITIES CORPORATION held 6,281 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.28M as of Q2 2026.
BOLTON SECURITIES CORPORATION sold 8,812 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $4.4M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #183 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 4 quarters since.
BOLTON SECURITIES CORPORATION's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.99M in Q1 2026.
1,462 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.