CGC Financial Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CGC Financial Services’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	$4.18K	Hold	8	–	–	﹤0.01%	270
2026 Q1	$3.71K	Hold	8	–	–	﹤0.01%	265
2025 Q4	$3.85K	Hold	8	–	–	﹤0.01%	272
2025 Q3	$3.71K	Hold	8	–	–	﹤0.01%	274
2025 Q2	$3.52K	Hold	8	–	–	﹤0.01%	263
2025 Q1	$3.36K	Hold	8	–	–	﹤0.01%	258
2024 Q4	$3.4K	Hold	8	–	–	﹤0.01%	261
2024 Q3	$3.38K	Hold	8	–	–	﹤0.01%	260
2024 Q2	$3.13K	Hold	8	–	–	﹤0.01%	260
2024 Q1	$3.18K	Hold	8	–	–	﹤0.01%	265
2023 Q4	$3.02K	Hold	8	–	–	﹤0.01%	279
2023 Q3	$2.68K	Hold	8	–	–	﹤0.01%	239
2023 Q2	$2.75K	Buy	+8	New	+$2.69K	﹤0.01%	252

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

CGC Financial Services's DIA Position: Q2 2026 in Review

CGC Financial Services held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 8 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

CGC Financial Services first reported a position in DIA in Q2 2023 and has held it in 13 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

CGC Financial Services held 8 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.18K as of Q2 2026.
CGC Financial Services 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 ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #270 holding.
CGC Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 13 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 CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.