Beacon Investment Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Beacon Investment Advisory Services’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	$1.57K	Hold	3	–	–	﹤0.01%	763
2026 Q1	$1.39K	Buy	+3	New	+$1.45K	﹤0.01%	743

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

Beacon Investment Advisory Services's DIA Position: Q2 2026 in Review

Beacon Investment Advisory Services held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 3 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Beacon Investment Advisory Services first reported a position in DIA in Q1 2026 and has held it in 2 quarters since. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Beacon Investment Advisory Services held 3 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.57K as of Q2 2026.
Beacon Investment Advisory Services left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #763 holding.
Beacon Investment Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2026 and has held it in 2 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 Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.