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

Advisor Resource Council’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	$1.21M	Sell	2,277 -214	-9%	-$107K	0.34%	49
2026 Q1	$1.15M	Sell	2,491 -270	-10%	-$131K	0.37%	43
2025 Q4	$1.36M	Buy	+2,761	New	+$1.31M	0.48%	39
2025 Q3	–	Sell	-5,235	Closed	-$2.31M	–	74
2025 Q2	$2.31M	Sell	5,235 -9,420	-64%	-$3.91M	0.9%	17
2025 Q1	$3.96M	Buy	+14,655	New	+$6.34M	0.32%	81
2024 Q4	–	Sell	-7,271	Closed	-$3.08M	–	119
2024 Q3	$3.08M	Buy	+7,271	New	+$2.95M	1.39%	12
2024 Q2	–	Sell	-5,780	Closed	-$2.18M	–	103
2024 Q1	$2.18M	Sell	5,780 -2,214	-28%	-$853K	0.92%	18
2023 Q4	$3.01M	Buy	7,994 +2,451	+44%	+$856K	0.35%	73
2023 Q3	$1.86M	Buy	5,543 +239	+5%	+$82.9K	0.96%	17
2023 Q2	$1.82M	Buy	5,304 +1,337	+34%	+$450K	0.82%	18
2023 Q1	$1.34M	Buy	3,967 +2,762	+229%	+$918K	0.34%	74
2022 Q4	$399K	Buy	+1,205	New	+$392K	0.19%	93
2022 Q3	–	Sell	-8,319	Closed	-$2.56M	–	232
2022 Q2	$2.56M	Buy	+8,319	New	+$2.72M	0.24%	86
2022 Q1	–	Sell	-9,296	Closed	-$3.38M	–	289
2021 Q4	$3.38M	Buy	+9,296	New	+$3.3M	0.26%	79
2021 Q3	–	Sell	-6,423	Closed	-$2.21M	–	276
2021 Q2	$2.21M	Buy	+6,423	New	+$2.19M	0.23%	94

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 Resource Council's DIA Position: Q2 2026 in Review

Advisor Resource Council reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.6% in Q2 2026, selling an estimated $107K and leaving 2,277 shares worth $1.21M. The position accounts for 0.34% of the portfolio, ranked #49.

Advisor Resource Council first reported a position in DIA in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.96M in Q1 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Advisor Resource Council held 2,277 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.21M as of Q2 2026.
Advisor Resource Council sold 214 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $107K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.34% of Advisor Resource Council's portfolio in Q2 2026, its #49 holding.
Advisor Resource Council first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and has held it in 15 quarters since.
Advisor Resource Council's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.96M in Q1 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.