Bell Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bell Investment Advisors’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	$115K	Hold	221	–	–	0.02%	168
2026 Q1	$102K	Hold	221	–	–	0.02%	170
2025 Q4	$106K	Hold	221	–	–	0.02%	163
2025 Q3	$102K	Hold	221	–	–	0.02%	157
2025 Q2	$97.2K	Hold	221	–	–	0.02%	164
2025 Q1	$92.6K	Hold	221	–	–	0.02%	150
2024 Q4	$93.9K	Hold	221	–	–	0.02%	149
2024 Q3	$93.3K	Hold	221	–	–	0.02%	151
2024 Q2	$86.3K	Hold	221	–	–	0.02%	156
2024 Q1	$87.7K	Sell	221 -13	-6%	-$5.01K	0.02%	149
2023 Q4	$88K	Buy	234 +23	+11%	+$8.04K	0.02%	144
2023 Q3	$70.5K	Hold	211	–	–	0.02%	148
2023 Q2	$72.4K	Hold	211	–	–	0.02%	137
2023 Q1	$70K	Hold	211	–	–	0.02%	134
2022 Q4	$69.8K	Hold	211	–	–	0.02%	129
2022 Q3	$60K	Hold	211	–	–	0.02%	117
2022 Q2	$65K	Buy	+211	New	+$69K	0.02%	109
2021 Q4	$76K	Buy	209 +1	+0.5%	+$355	0.02%	121
2021 Q3	$70K	Buy	+208	New	+$72.7K	0.02%	116

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

Bell Investment Advisors's DIA Position: Q2 2026 in Review

Bell Investment Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 221 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #168.

Bell Investment Advisors first reported a position in DIA in Q3 2021 and has held it in 19 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Bell Investment Advisors held 221 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $115K as of Q2 2026.
Bell Investment Advisors 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 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #168 holding.
Bell Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 19 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.