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

Creative Financial Designs’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	$78.5K	Buy	150 +16	+12%	+$7.99K	﹤0.01%	870
2026 Q1	$62.1K	Sell	134 -52	-28%	-$25.2K	﹤0.01%	836
2025 Q4	$89.3K	Hold	186	–	–	0.01%	688
2025 Q3	$86.1K	Sell	186 -106	-36%	-$47.8K	0.01%	685
2025 Q2	$129K	Buy	292 +37	+15%	+$15.4K	0.01%	605
2025 Q1	$107K	Sell	255 -49	-16%	-$21.2K	0.01%	598
2024 Q4	$129K	Sell	304 -10	-3%	-$4.33K	0.01%	543
2024 Q3	$133K	Buy	314 +10	+3%	+$4.06K	0.01%	535
2024 Q2	$119K	Sell	304 -53	-15%	-$20.6K	0.01%	548
2024 Q1	$142K	Buy	357 +1	+0.3%	+$385	0.01%	495
2023 Q4	$134K	Sell	356 -82	-19%	-$28.7K	0.01%	477
2023 Q3	$147K	Buy	438 +90	+26%	+$31.2K	0.02%	411
2023 Q2	$120K	Buy	348 +82	+31%	+$27.6K	0.01%	442
2023 Q1	$88.6K	Buy	266 +50	+23%	+$16.6K	0.01%	481
2022 Q4	$71.5K	Buy	216 +19	+10%	+$6.18K	0.01%	510
2022 Q3	$57K	Buy	197 +51	+35%	+$16.2K	0.01%	522
2022 Q2	$45K	Sell	146 -28	-16%	-$9.16K	0.01%	569
2022 Q1	$61K	Buy	174 +15	+9%	+$5.2K	0.01%	523
2021 Q4	$58K	Buy	159 +51	+47%	+$18.1K	0.01%	542
2021 Q3	$36K	Sell	108 -5	-4%	-$1.75K	0.01%	688
2021 Q2	$39K	Buy	113 +91	+414%	+$31.1K	0.01%	671
2021 Q1	$7K	Hold	22	–	–	﹤0.01%	988
2020 Q4	$7K	Sell	22 -1	-4%	-$291	﹤0.01%	915
2020 Q3	$7K	Sell	23 -301	-93%	-$82.2K	﹤0.01%	868
2020 Q2	$84K	Buy	324 +250	+338%	+$61.5K	0.03%	317
2020 Q1	$16K	Hold	74	–	–	0.01%	310
2019 Q4	$21K	Sell	74 -27	-27%	-$7.44K	0.01%	322
2019 Q3	$26K	Buy	101 +46	+84%	+$12.3K	0.01%	303
2019 Q2	$15K	Buy	+55	New	+$14.4K	0.01%	357
2017 Q2	–	Sell	-25	Closed	-$5K	–	771
2017 Q1	$5K	Buy	+25	New	+$5.1K	﹤0.01%	478

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

Creative Financial Designs's DIA Position: Q2 2026 in Review

Creative Financial Designs increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 12% in Q2 2026, buying an estimated $7.99K and bringing the position to 150 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Creative Financial Designs first reported a position in DIA in Q1 2017 and has held it in 30 quarters since. The position peaked at $147K in Q3 2023. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Creative Financial Designs held 150 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $78.5K as of Q2 2026.
Creative Financial Designs bought 16 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $7.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #870 holding.
Creative Financial Designs first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and has held it in 30 quarters since.
Creative Financial Designs's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $147K in Q3 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.