Commonwealth Retirement Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Commonwealth Retirement Investments’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	$281K	Hold	538	–	–	0.08%	115
2026 Q1	$249K	Hold	538	–	–	0.08%	115
2025 Q4	$259K	Hold	538	–	–	0.08%	114
2025 Q3	$249K	Hold	538	–	–	0.08%	110
2025 Q2	$237K	Hold	538	–	–	0.09%	107
2025 Q1	$226K	Hold	538	–	–	0.09%	92
2024 Q4	$229K	Hold	538	–	–	0.09%	96
2024 Q3	$228K	Hold	538	–	–	0.1%	87
2024 Q2	$210K	Hold	538	–	–	0.1%	87
2024 Q1	$214K	Hold	538	–	–	0.1%	77
2023 Q4	$203K	Buy	+538	New	+$188K	0.11%	82

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

Commonwealth Retirement Investments's DIA Position: Q2 2026 in Review

Commonwealth Retirement Investments held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 538 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #115.

Commonwealth Retirement Investments first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Commonwealth Retirement Investments held 538 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $281K as of Q2 2026.
Commonwealth Retirement Investments 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 0.08% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #115 holding.
Commonwealth Retirement Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 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 Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.