CFG
DIA icon

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

Cooper Financial 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 		$207K Buy
+396
New +$198K 0.02% 436
2025
Q2 		– Sell
-837
Closed -$352K – 383
2025
Q1 		$352K Sell
837
-9
-1% -$3.89K 0.05% 289
2024
Q4 		$360K Buy
846
+11
+1% +$4.76K 0.04% 279
2024
Q3 		$353K Buy
835
+1
+0.1% +$406 0.05% 288
2024
Q2 		$326K Buy
834
+41
+5% +$15.9K 0.05% 286
2024
Q1 		$316K Buy
793
+55
+7% +$21.2K 0.05% 282
2023
Q4 		$278K Buy
738
+61
+9% +$21.3K 0.05% 279
2023
Q3 		$227K Buy
+677
New +$235K 0.05% 293
2023
Q2 		– Sell
-1,088
Closed -$362K – 319
2023
Q1 		$362K Buy
1,088
+3
+0.3% +$997 0.1% 211
2022
Q4 		$359K Buy
+1,085
New +$353K 0.11% 185
2021
Q4 		– Sell
-1,149
Closed -$389K – 243
2021
Q3 		$389K Buy
1,149
+10
+0.9% +$3.49K 0.08% 154
2021
Q2 		$393K Sell
1,139
-20
-2% -$6.83K 0.08% 151
2021
Q1 		$383K Sell
1,159
-163
-12% -$51.5K 0.09% 152
2020
Q4 		$404K Buy
1,322
+587
+80% +$171K 0.08% 175
2020
Q3 		$204K Buy
+735
New +$201K 0.06% 192
2020
Q1 		– Sell
-748
Closed -$213K – 157
2019
Q4 		$213K Buy
+748
New +$206K 0.09% 149

Other funds holding DIA

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Cooper Financial Group's DIA Position: Q2 2026 in Review

Cooper Financial Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 396 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #436 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in DIA as recently as Q1 2025.

Cooper Financial Group first reported a position in DIA in Q4 2019 and has held it in 16 quarters since. The position peaked at $404K in Q4 2020. 254 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Cooper Financial Group held 396 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $207K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Cooper Financial Group position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #436 holding.
  • Cooper Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 16 quarters since.
  • Cooper Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $404K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.