SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA) — Institutional Holders, Q2 2026
10 institutional investment managers reported a DIA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $38.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
DIA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Sequent Asset ManagementNew · +650 sh+$339.6K
- L & S AdvisorsAdded · +81 sh+$42.3K
Biggest sellers
- CHARTISTSold out · -60,607 sh-$31.7M
- Ancora AdvisorsSold out · -4,564 sh-$2.4M
- COZAD ASSET MANAGEMENTSold out · -2,380 sh-$1.2M
- MAGNOLIA CAPITAL MANAGEMENT LTDTrimmed · -1,947 sh-$1.0M
- PinnacleTrimmed · -761 sh-$397.5K
DIA 13F holders ranked 1–10 of 10
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | L & S Advisors#1 · 27,396 sh | 27,396 | $14.3M | 1.48% | +0.3% |
| 2 | Pinnacle#2 · 26,046 sh | 26,046 | $13.6M | 4.19% | -2.8% |
| 3 | MAGNOLIA CAPITAL MANAGEMENT LTD#3 · 15,426 sh | 15,426 | $8.1M | — | -11.2% |
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS#4 · 1,430 sh | 1,430 | $746.8K | 0.17% | -1.4% |
| 5 | VAUGHAN DAVID INVESTMENTS#5 · 1,355 sh | 1,355 | $708.0K | 0.01% | 0.0% |
| 6 | SVB WEALTH#6 · 840 sh | 840 | $438.8K | 0.03% | 0.0% |
| 7 | ZEVENBERGEN CAPITAL INVESTMENTS#7 · 650 sh | 650 | $339.6K | — | 0.0% |
| 8 | Sequent Asset Management#8 · 650 sh | 650 | $339.6K | 0.14% | New |
| 9 | Councilmark Asset Management#9 · 650 sh | 650 | $339.6K | — | 0.0% |
| 10 | MONETARY MANAGEMENT GROUP#10 · 61 sh | 61 | $31.9K | <0.01% | 0.0% |
Funds that sold out of DIA in Q2 2026 (3)
Held DIA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| CHARTIST60,607 sh | 60,607 | $28.1M |
| Ancora Advisors4,564 sh | 4,564 | $2.1M |
| COZAD ASSET MANAGEMENT2,380 sh | 2,380 | $1.1M |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.