Center for Financial Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Center for Financial 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	$186K	Hold	356	–	–	0.02%	177
2026 Q1	$165K	Hold	356	–	–	0.02%	184
2025 Q4	$171K	Hold	356	–	–	0.02%	185
2025 Q3	$165K	Hold	356	–	–	0.02%	184
2025 Q2	$157K	Sell	356 -50	-12%	-$20.7K	0.02%	179
2025 Q1	$170K	Sell	406 -136	-25%	-$58.8K	0.02%	167
2024 Q4	$231K	Buy	542 +136	+33%	+$58.9K	0.03%	144
2024 Q3	$172K	Sell	406 -67	-14%	-$27.2K	0.02%	156
2024 Q2	$185K	Hold	473	–	–	0.03%	153
2024 Q1	$188K	Hold	473	–	–	0.03%	153
2023 Q4	$178K	Buy	473 +100	+27%	+$34.9K	0.03%	145
2023 Q3	$125K	Buy	373 +101	+37%	+$35K	0.03%	151
2023 Q2	$93.5K	Hold	272	–	–	0.02%	177
2023 Q1	$90.5K	Hold	272	–	–	0.02%	172
2022 Q4	$90.1K	Sell	272 -25	-8%	-$8.13K	0.02%	172
2022 Q3	$85K	Hold	297	–	–	0.02%	168
2022 Q2	$91K	Hold	297	–	–	0.02%	168
2022 Q1	$103K	Hold	297	–	–	0.02%	171
2021 Q4	$108K	Hold	297	–	–	0.02%	166
2021 Q3	$100K	Hold	297	–	–	0.02%	164
2021 Q2	$102K	Hold	297	–	–	0.03%	164
2021 Q1	$98K	Hold	297	–	–	0.03%	162
2020 Q4	$91K	Buy	297 +67	+29%	+$19.5K	0.03%	154
2020 Q3	$64K	Hold	230	–	–	0.02%	169
2020 Q2	$59K	Hold	230	–	–	0.02%	175
2020 Q1	$50K	Hold	230	–	–	0.02%	173
2019 Q4	$66K	Buy	+230	New	+$63.4K	0.02%	166

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

Center for Financial Planning's DIA Position: Q2 2026 in Review

Center for Financial Planning held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 356 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #177.

Center for Financial Planning first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $231K in Q4 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Center for Financial Planning held 356 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $186K as of Q2 2026.
Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #177 holding.
Center for Financial Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $231K in Q4 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.