Action Point Financial Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Action Point Financial Planning’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	$3.13K	Buy	+7	New	+$3.5K	﹤0.01%	2041

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

Action Point Financial Planning's DIA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 7 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #2041 among its holdings.

1,441 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Action Point Financial Planning held 7 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.13K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2041 holding.
1,441 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.