CX Institutional’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CX Institutional’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	$282K	Buy	+540	New	+$270K	0.01%	658
2025 Q2	–	Sell	-172	Closed	-$72K	–	1221
2025 Q1	$72K	Buy	+172	New	+$74.4K	﹤0.01%	790
2022 Q3	–	Sell	-363	Closed	-$112K	–	621
2022 Q2	$112K	Buy	+363	New	+$119K	0.01%	536

Other funds holding DIA

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

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 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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CX Institutional's DIA Position: Q2 2026 in Review

CX Institutional opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 540 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: CX Institutional previously reported a position in DIA as recently as Q1 2025.

CX Institutional first reported a position in DIA in Q2 2022 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

CX Institutional held 540 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $282K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new CX Institutional position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of CX Institutional's portfolio in Q2 2026, its #658 holding.
CX Institutional first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 3 quarters since.
395 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.