AmeriFlex Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

AmeriFlex Group’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	$122K	Sell	233 -3	-1%	-$1.5K	0.05%	300
2026 Q1	$109K	Sell	236 -50	-17%	-$24.2K	0.06%	262
2025 Q4	$137K	Sell	286 -186	-39%	-$88K	0.07%	221
2025 Q3	$219K	Sell	472 -527	-53%	-$238K	0.08%	200
2025 Q2	$433K	Buy	999 +4	+0.4%	+$1.66K	0.23%	85
2025 Q1	$418K	Buy	995 +2	+0.2%	+$865	0.17%	120
2024 Q4	$442K	Buy	+993	New	+$430K	0.2%	104

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

AmeriFlex Group's DIA Position: Q2 2026 in Review

AmeriFlex Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.3% in Q2 2026, selling an estimated $1.5K and leaving 233 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #300.

AmeriFlex Group first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q4 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

AmeriFlex Group held 233 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $122K as of Q2 2026.
AmeriFlex Group sold 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of AmeriFlex Group's portfolio in Q2 2026, its #300 holding.
AmeriFlex Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $442K in Q4 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.