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

Constant Guidance Financial’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	$4.03M	Buy	7,707 +1,738	+29%	+$868K	2.53%	8
2026 Q1	$2.76M	Buy	+5,969	New	+$2.89M	1.91%	9
2025 Q1	–	Sell	-2,224	Closed	-$946K	–	35
2024 Q4	$946K	Buy	2,224 +916	+70%	+$397K	0.82%	21
2024 Q3	$553K	Sell	1,308 -9,072	-87%	-$3.69M	0.45%	24
2024 Q2	$4.06M	Buy	10,380 +790	+8%	+$307K	4.21%	5
2024 Q1	$3.71M	Buy	9,590 +6,062	+172%	+$2.34M	3.42%	6
2023 Q4	$1.33M	Buy	3,528 +2,275	+182%	+$795K	1.35%	16
2023 Q3	$418K	Buy	+1,253	New	+$435K	0.55%	12

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

Constant Guidance Financial's DIA Position: Q2 2026 in Review

Constant Guidance Financial increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 29% in Q2 2026, buying an estimated $868K and bringing the position to 7,707 shares worth $4.03M. The position accounts for 2.53% of the portfolio, ranked #8.

Constant Guidance Financial first reported a position in DIA in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.06M in Q2 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Constant Guidance Financial held 7,707 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.03M as of Q2 2026.
Constant Guidance Financial bought 1,738 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $868K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.53% of Constant Guidance Financial's portfolio in Q2 2026, its #8 holding.
Constant Guidance Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 8 quarters since.
Constant Guidance Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.06M in Q2 2024.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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