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

DHJJ Financial Advisors’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	$34.4K	Hold	66	–	–	0.01%	469
2026 Q1	$30.4K	Buy	66 +1	+2%	+$484	0.01%	478
2025 Q4	$31.5K	Hold	65	–	–	0.01%	454
2025 Q3	$30.2K	Sell	65 -1	-2%	-$451	0.01%	438
2025 Q2	$29.1K	Hold	66	–	–	0.01%	421
2025 Q1	$27.6K	Buy	66 +1	+2%	+$432	0.01%	398
2024 Q4	$27.9K	Hold	65	–	–	0.01%	384
2024 Q3	$27.6K	Buy	65 +8	+14%	+$3.25K	0.01%	384
2024 Q2	$22.3K	Hold	57	–	–	0.01%	370
2024 Q1	$22.6K	Buy	57 +15	+36%	+$5.78K	0.01%	357
2023 Q4	$15.7K	Buy	42 +2	+5%	+$699	0.01%	385
2023 Q3	$13.5K	Buy	+40	New	+$13.9K	0.01%	395

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

DHJJ Financial Advisors's DIA Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 66 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #469.

DHJJ Financial Advisors first reported a position in DIA in Q3 2023 and has held it in 12 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

DHJJ Financial Advisors held 66 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $34.4K as of Q2 2026.
DHJJ Financial Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #469 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 12 quarters since.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.