CFO4Life Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CFO4Life Group’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	$210K	Buy	+401	New	+$200K	0.03%	225
2025 Q1	–	Sell	-519	Closed	-$221K	–	225
2024 Q4	$221K	Buy	519 +1	+0.2%	+$433	0.04%	192
2024 Q3	$219K	Buy	+518	New	+$210K	0.04%	193
2018 Q4	–	Sell	-1,326	Closed	-$351K	–	127
2018 Q3	$351K	Buy	1,326 +6	+0.5%	+$1.54K	0.16%	92
2018 Q2	$320K	Sell	1,320 -1,209	-48%	-$297K	0.13%	95
2018 Q1	$611K	Buy	2,529 +13	+0.5%	+$3.27K	0.52%	28
2017 Q4	$622K	Buy	2,516 +13	+0.5%	+$3.08K	0.49%	34
2017 Q3	$560K	Buy	2,503 +13	+0.5%	+$2.85K	0.45%	44
2017 Q2	$531K	Buy	2,490 +14	+0.6%	+$2.94K	0.49%	36
2017 Q1	$511K	Buy	+2,476	New	+$505K	0.46%	37

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

CFO4Life Group's DIA Position: Q2 2026 in Review

CFO4Life Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 401 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #225 among its holdings. This is a return to the name: CFO4Life Group previously reported a position in DIA as recently as Q4 2024.

CFO4Life Group first reported a position in DIA in Q1 2017 and has held it in 10 quarters since. The position peaked at $622K in Q4 2017. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

CFO4Life Group held 401 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $210K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new CFO4Life Group position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of CFO4Life Group's portfolio in Q2 2026, its #225 holding.
CFO4Life Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and has held it in 10 quarters since.
CFO4Life Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $622K in Q4 2017.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.