Advisor OS’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Advisor OS’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	$224K	Buy	+428	New	+$214K	0.01%	527
2025 Q2	–	Sell	-1,349	Closed	-$567K	–	463
2025 Q1	$567K	Buy	+1,349	New	+$583K	0.06%	218

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

Advisor OS's DIA Position: Q2 2026 in Review

Advisor OS opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 428 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Advisor OS previously reported a position in DIA as recently as Q1 2025.

Advisor OS first reported a position in DIA in Q1 2025 and has held it in 2 quarters since. The position peaked at $567K in Q1 2025. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Advisor OS held 428 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $224K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Advisor OS position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Advisor OS's portfolio in Q2 2026, its #527 holding.
Advisor OS first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 2 quarters since.
Advisor OS's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $567K in Q1 2025.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.