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

Bernardo Wealth Planning’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	$488K	Buy	934 +1	+0.1%	+$499	0.08%	81
2026 Q1	$432K	Buy	933 +52	+6%	+$25.2K	0.08%	79
2025 Q4	$424K	Buy	881 +450	+104%	+$213K	0.08%	82
2025 Q3	$200K	Buy	+431	New	+$194K	0.04%	124

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

Bernardo Wealth Planning's DIA Position: Q2 2026 in Review

Bernardo Wealth Planning increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.11% in Q2 2026, buying an estimated $499 and bringing the position to 934 shares worth $488K. The position accounts for 0.08% of the portfolio, ranked #81.

Bernardo Wealth Planning first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Bernardo Wealth Planning held 934 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $488K as of Q2 2026.
Bernardo Wealth Planning bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Bernardo Wealth Planning's portfolio in Q2 2026, its #81 holding.
Bernardo Wealth Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 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 Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.