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

Avantax Planning 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	$618K	Buy	1,183 +18	+2%	+$8.99K	0.02%	259
2026 Q1	$540K	Buy	1,165 +15	+1%	+$7.27K	0.01%	269
2025 Q4	$553K	Hold	1,150	–	–	0.02%	260
2025 Q3	$533K	Buy	1,150 +20	+2%	+$9.01K	0.02%	264
2025 Q2	$498K	Sell	1,130 -105	-9%	-$43.6K	0.02%	266
2025 Q1	$519K	Buy	+1,235	New	+$534K	0.02%	253
2020 Q4	–	Sell	-1,350	Closed	-$375K	–	295
2020 Q3	$375K	Buy	1,350 +47	+4%	+$12.8K	0.02%	209
2020 Q2	$336K	Hold	1,303	–	–	0.02%	206
2020 Q1	$286K	Hold	1,303	–	–	0.02%	210
2019 Q4	$371K	Hold	1,303	–	–	0.02%	204
2019 Q3	$351K	Hold	1,303	–	–	0.02%	213
2019 Q2	$349K	Sell	1,303 -50	-4%	-$13.1K	0.02%	213
2019 Q1	$350K	Hold	1,353	–	–	0.02%	212
2018 Q4	$315K	Hold	1,353	–	–	0.02%	194
2018 Q3	$358K	Hold	1,353	–	–	0.03%	175
2018 Q2	$328K	Hold	1,353	–	–	0.03%	172
2018 Q1	$327K	Buy	1,353 +53	+4%	+$13.3K	0.03%	218
2017 Q4	$322K	Hold	1,300	–	–	0.03%	221
2017 Q3	$291K	Sell	1,300 -87	-6%	-$19K	0.02%	280
2017 Q2	$296K	Buy	1,387 +87	+7%	+$18.3K	0.02%	256
2017 Q1	$268K	Sell	1,300 -192	-13%	-$39.1K	0.02%	259
2016 Q4	$295K	Buy	+1,492	New	+$281K	0.03%	230

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

Avantax Planning Partners's DIA Position: Q2 2026 in Review

Avantax Planning Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.5% in Q2 2026, buying an estimated $8.99K and bringing the position to 1,183 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #259.

Avantax Planning Partners first reported a position in DIA in Q4 2016 and has held it in 22 quarters since. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Avantax Planning Partners held 1,183 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $618K as of Q2 2026.
Avantax Planning Partners bought 18 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $8.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #259 holding.
Avantax Planning Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 22 quarters since.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.