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

Comprehensive Financial Planning’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	$45.9K	Buy	88 +1	+1%	+$499	0.02%	180
2026 Q1	$40.6K	Hold	87	–	–	0.03%	167
2025 Q4	$41.9K	Sell	87 -56	-39%	-$26.5K	0.03%	167
2025 Q3	$66.1K	Buy	143 +1	+0.7%	+$451	0.05%	149
2025 Q2	$62.6K	Buy	142 +1	+0.7%	+$415	0.05%	139
2025 Q1	$59.5K	Sell	141 -26	-16%	-$11.2K	0.06%	124
2024 Q4	$71K	Buy	+167	New	+$72.3K	0.06%	140

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

Comprehensive Financial Planning's DIA Position: Q2 2026 in Review

Comprehensive Financial Planning increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.1% in Q2 2026, buying an estimated $499 and bringing the position to 88 shares worth $45.9K. The position accounts for 0.02% of the portfolio, ranked #180.

Comprehensive Financial Planning first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $71K in Q4 2024. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Comprehensive Financial Planning held 88 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $45.9K as of Q2 2026.
Comprehensive Financial Planning bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #180 holding.
Comprehensive Financial Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $71K in Q4 2024.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.