CFSG
DIA icon

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

Community Financial Services 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 		$93K Buy
178
+128
+256% +$63.9K 0.01% 177
2026
Q1 		$23.3K Buy
+50
New +$24.2K ﹤0.01% 242

Other funds holding DIA

AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Community Financial Services Group's DIA Position: Q2 2026 in Review

Community Financial Services Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 256% in Q2 2026, buying an estimated $63.9K and bringing the position to 178 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #177.

Community Financial Services Group first reported a position in DIA in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Community Financial Services Group held 178 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $93K as of Q2 2026.
  • Community Financial Services Group bought 128 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $63.9K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #177 holding.
  • Community Financial Services Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.