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

Consolidated Planning Corp’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	$428K	Sell	819 -43	-5%	-$21.5K	0.06%	107
2026 Q1	$399K	Hold	862	–	–	0.06%	104
2025 Q4	$414K	Buy	862 +43	+5%	+$20.3K	0.04%	156
2025 Q3	$380K	Buy	819 +78	+11%	+$35.2K	0.04%	153
2025 Q2	$327K	Hold	741	–	–	0.04%	155
2025 Q1	$311K	Sell	741 -8	-1%	-$3.46K	0.04%	151
2024 Q4	$319K	Hold	749	–	–	0.04%	159
2024 Q3	$317K	Sell	749 -413	-36%	-$168K	0.05%	157
2024 Q2	$455K	Sell	1,162 -86	-7%	-$33.4K	0.08%	117
2024 Q1	$497K	Sell	1,248 -242	-16%	-$93.2K	0.08%	109
2023 Q4	$562K	Sell	1,490 -49	-3%	-$17.1K	0.1%	103
2023 Q3	$515K	Sell	1,539 -378	-20%	-$131K	0.11%	106
2023 Q2	$659K	Buy	+1,917	New	+$645K	0.14%	107

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

Consolidated Planning Corp's DIA Position: Q2 2026 in Review

Consolidated Planning Corp reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5% in Q2 2026, selling an estimated $21.5K and leaving 819 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #107.

Consolidated Planning Corp first reported a position in DIA in Q2 2023 and has held it in 13 quarters since. The position peaked at $659K in Q2 2023. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Consolidated Planning Corp held 819 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $428K as of Q2 2026.
Consolidated Planning Corp sold 43 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $21.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Consolidated Planning Corp's portfolio in Q2 2026, its #107 holding.
Consolidated Planning Corp 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.
Consolidated Planning Corp's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $659K in Q2 2023.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.