Accredited Investors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Accredited Investors’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	$328K	Hold	628	–	–	0.01%	225
2026 Q1	$291K	Hold	628	–	–	0.02%	223
2025 Q4	$302K	Hold	628	–	–	0.02%	218
2025 Q3	$291K	Hold	628	–	–	0.02%	205
2025 Q2	$277K	Hold	628	–	–	0.02%	201
2025 Q1	$264K	Hold	628	–	–	0.02%	187
2024 Q4	$267K	Buy	628 +100	+19%	+$43.3K	0.02%	191
2024 Q3	$223K	Hold	528	–	–	0.01%	212
2024 Q2	$207K	Hold	528	–	–	0.01%	209
2024 Q1	$210K	Buy	+528	New	+$203K	0.01%	199

Other funds holding DIA

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Accredited Investors's DIA Position: Q2 2026 in Review

Accredited Investors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 628 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #225.

Accredited Investors first reported a position in DIA in Q1 2024 and has held it in 10 quarters since. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Accredited Investors held 628 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $328K as of Q2 2026.
Accredited Investors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #225 holding.
Accredited Investors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 10 quarters since.
738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.