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Ausdal Financial Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ausdal Financial Partners’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 		$5.45M Buy
10,425
+267
+3% +$133K 0.21% 111
2026
Q1 		$4.71M Buy
10,158
+521
+5% +$252K 0.21% 118
2025
Q4 		$4.63M Sell
9,637
-3,288
-25% -$1.56M 0.21% 112
2025
Q3 		$5.99M Buy
12,925
+4,384
+51% +$1.98M 0.29% 74
2025
Q2 		$3.76M Buy
8,541
+1,353
+19% +$561K 0.25% 99
2025
Q1 		$3.02M Buy
7,188
+3,896
+118% +$1.68M 0.23% 104
2024
Q4 		$1.4M Buy
3,292
+238
+8% +$103K 0.12% 167
2024
Q3 		$1.29M Buy
3,054
+22
+0.7% +$8.94K 0.13% 156
2024
Q2 		$1.19M Sell
3,032
-183
-6% -$71K 0.13% 163
2024
Q1 		$1.28M Sell
3,215
-87
-3% -$33.5K 0.15% 144
2023
Q4 		$1.24M Buy
3,302
+197
+6% +$68.8K 0.15% 140
2023
Q3 		$1.04M Sell
3,105
-70
-2% -$24.3K 0.14% 153
2023
Q2 		$1.09M Buy
+3,175
New +$1.07M 0.15% 155
2022
Q2 		– Sell
-3,662
Closed -$1.27M – 471
2022
Q1 		$1.27M Sell
3,662
-4,235
-54% -$1.47M 0.17% 155
2021
Q4 		$2.87M Buy
7,897
+32
+0.4% +$11.4K 0.38% 72
2021
Q3 		$2.66M Sell
7,865
-353
-4% -$123K 0.4% 70
2021
Q2 		$2.83M Buy
8,218
+2,946
+56% +$1.01M 0.43% 69
2021
Q1 		$1.74M Buy
5,272
+392
+8% +$124K 0.29% 101
2020
Q4 		$1.49M Sell
4,880
-5,760
-54% -$1.68M 0.29% 102
2020
Q3 		$2.95M Sell
10,640
-66
-0.6% -$18K 0.71% 35
2020
Q2 		$2.76M Sell
10,706
-191
-2% -$47K 0.91% 27
2020
Q1 		$2.58M Sell
10,897
-956
-8% -$254K 0.91% 27
2019
Q4 		$3.4M Buy
11,853
+5,217
+79% +$1.44M 1.01% 20
2019
Q3 		$1.79M Buy
6,636
+1,480
+29% +$395K 0.63% 39
2019
Q2 		$1.4M Buy
+5,156
New +$1.35M 0.54% 52
2018
Q2 		– Sell
-2,254
Closed -$544K – 408
2018
Q1 		$544K Buy
2,254
+1,315
+140% +$330K 0.19% 162
2017
Q4 		$232K Buy
939
+2
+0.2% +$474 0.08% 302
2017
Q3 		$210K Buy
+937
New +$205K 0.08% 298
2016
Q1 		– Sell
-126
Closed -$22K – 397
2015
Q4 		$22K Buy
+126
New +$22K 0.01% 708

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ausdal Financial Partners's DIA Position: Q2 2026 in Review

Ausdal Financial Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.6% in Q2 2026, buying an estimated $133K and bringing the position to 10,425 shares worth $5.45M. The position accounts for 0.21% of the portfolio, ranked #111.

Ausdal Financial Partners first reported a position in DIA in Q4 2015 and has held it in 29 quarters since. The position peaked at $5.99M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Ausdal Financial Partners held 10,425 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.45M as of Q2 2026.
  • Ausdal Financial Partners bought 267 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $133K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.21% of Ausdal Financial Partners's portfolio in Q2 2026, its #111 holding.
  • Ausdal Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 29 quarters since.
  • Ausdal Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.99M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.