Acorn Financial Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Acorn Financial Advisory Services’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	$244K	Hold	466	–	–	0.03%	194
2026 Q1	$216K	Hold	466	–	–	0.03%	200
2025 Q4	$224K	Buy	+466	New	+$220K	0.03%	194
2024 Q3	–	Sell	-911	Closed	-$356K	–	209
2024 Q2	$356K	Buy	911 +1	+0.1%	+$388	0.07%	136
2024 Q1	$362K	Sell	910 -9	-1%	-$3.47K	0.07%	135
2023 Q4	$346K	Sell	919 -10	-1%	-$3.49K	0.06%	186
2023 Q3	$311K	Buy	929 +19	+2%	+$6.59K	0.06%	189
2023 Q2	$313K	Buy	910 +1	+0.1%	+$337	0.06%	191
2023 Q1	$302K	Buy	+909	New	+$302K	0.06%	176

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

Acorn Financial Advisory Services's DIA Position: Q2 2026 in Review

Acorn Financial Advisory Services held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 466 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #194.

Acorn Financial Advisory Services first reported a position in DIA in Q1 2023 and has held it in 9 quarters since. The position peaked at $362K in Q1 2024. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Acorn Financial Advisory Services held 466 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $244K as of Q2 2026.
Acorn Financial Advisory Services 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 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #194 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 9 quarters since.
Acorn Financial Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $362K in Q1 2024.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.