Benjamin Edwards Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Benjamin Edwards Inc’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	$1.81M	Sell	3,473 -251	-7%	-$125K	0.02%	607
2026 Q1	$1.72M	Buy	3,724 +191	+5%	+$92.5K	0.02%	581
2025 Q4	$1.7M	Sell	3,533 -96	-3%	-$45.4K	0.02%	557
2025 Q3	$1.68M	Buy	3,629 +1,295	+55%	+$584K	0.02%	531
2025 Q2	$1.03M	Sell	2,334 -205	-8%	-$85.1K	0.01%	621
2025 Q1	$1.07M	Buy	2,539 +150	+6%	+$64.9K	0.01%	563
2024 Q4	$1.02M	Buy	2,389 +69	+3%	+$29.9K	0.01%	605
2024 Q3	$982K	Buy	+2,320	New	+$943K	0.01%	608

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

Benjamin Edwards Inc's DIA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.7% in Q2 2026, selling an estimated $125K and leaving 3,473 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #607.

Benjamin Edwards Inc first reported a position in DIA in Q3 2024 and has held it in 8 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Benjamin Edwards Inc held 3,473 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.81M as of Q2 2026.
Benjamin Edwards Inc sold 251 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $125K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #607 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 8 quarters since.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.