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

Compass Financial Management’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 		$746K Buy
+1,395
New +$697K 0.09% 215

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Compass Financial Management's DIA Position: Q2 2026 in Review

Compass Financial Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 1,395 shares worth $746K. The stake represents 0.09% of the portfolio and ranks #215 among its holdings.

1,393 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Compass Financial Management held 1,395 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $746K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Compass Financial Management position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of Compass Financial Management's portfolio in Q2 2026, its #215 holding.
  • 1,393 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.