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Dynamic Advisor Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Dynamic Advisor Solutions’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 		$1.1M Sell
2,106
-727
-26% -$363K 0.03% 466
2026
Q1 		$1.31M Sell
2,833
-490
-15% -$237K 0.04% 405
2025
Q4 		$1.6M Sell
3,323
-483
-13% -$228K 0.05% 347
2025
Q3 		$1.76M Sell
3,806
-5,370
-59% -$2.42M 0.05% 344
2025
Q2 		$4.04M Buy
9,176
+3,879
+73% +$1.61M 0.12% 192
2025
Q1 		$2.22M Buy
+5,297
New +$2.29M 0.07% 265
2024
Q4 		– Sell
-7,302
Closed -$3.09M – 698
2024
Q3 		$3.09M Buy
7,302
+4,239
+138% +$1.72M 0.09% 237
2024
Q2 		$1.2M Sell
3,063
-7,841
-72% -$3.04M 0.04% 412
2024
Q1 		$4.34M Sell
10,904
-4,650
-30% -$1.79M 0.15% 184
2023
Q4 		$5.83M Buy
15,554
+2,521
+19% +$881K 0.22% 125
2023
Q3 		$4.37M Buy
13,033
+9,310
+250% +$3.23M 0.21% 140
2023
Q2 		$1.28M Buy
3,723
+742
+25% +$250K 0.07% 288
2023
Q1 		$991K Sell
2,981
-40,305
-93% -$13.4M 0.06% 318
2022
Q4 		$14.3M Sell
43,286
-8,085
-16% -$2.63M 0.98% 13
2022
Q3 		$14.8M Sell
51,371
-14,452
-22% -$4.59M 1.13% 15
2022
Q2 		$20.3M Buy
65,823
+36,499
+124% +$11.9M 1.56% 7
2022
Q1 		$10.2M Buy
29,324
+14,709
+101% +$5.1M 0.71% 28
2021
Q4 		$5.31M Sell
14,615
-2,781
-16% -$988K 0.38% 59
2021
Q3 		$5.88M Sell
17,396
-26,093
-60% -$9.11M 0.44% 49
2021
Q2 		$15M Sell
43,489
-5,354
-11% -$1.83M 1.19% 10
2021
Q1 		$16.1M Sell
48,843
-11,819
-19% -$3.73M 1.5% 5
2020
Q4 		$18.6M Buy
60,662
+456
+0.8% +$133K 1.74% 3
2020
Q3 		$16.7M Sell
60,206
-5,406
-8% -$1.48M 1.9% 3
2020
Q2 		$16.9M Buy
65,612
+60,139
+1,099% +$14.8M 2.29% 3
2020
Q1 		$1.2M Buy
5,473
+578
+12% +$154K 0.22% 129
2019
Q4 		$1.4M Sell
4,895
-1,847
-27% -$509K 0.19% 141
2019
Q3 		$1.81M Sell
6,742
-3,809
-36% -$1.02M 0.28% 90
2019
Q2 		$2.81M Sell
10,551
-1,235
-10% -$322K 0.45% 62
2019
Q1 		$3.05M Buy
11,786
+10,920
+1,261% +$2.75M 0.58% 42
2018
Q4 		$214K Sell
866
-1,231
-59% -$307K 0.05% 342
2018
Q3 		$554K Buy
2,097
+516
+33% +$132K 0.11% 202
2018
Q2 		$384K Buy
1,581
+55
+4% +$13.5K 0.09% 258
2018
Q1 		$368K Sell
1,526
-14,566
-91% -$3.66M 0.09% 225
2017
Q4 		$3.98M Buy
+16,092
New +$3.81M 1.3% 13
2016
Q1 		– Sell
-2,528
Closed -$440K – 202
2015
Q4 		$440K Buy
+2,528
New +$442K 0.18% 136

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

Dynamic Advisor Solutions's DIA Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 26% in Q2 2026, selling an estimated $363K and leaving 2,106 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #466.

Dynamic Advisor Solutions first reported a position in DIA in Q4 2015 and has held it in 35 quarters since. The position peaked at $20.3M in Q2 2022. 278 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Dynamic Advisor Solutions held 2,106 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.1M as of Q2 2026.
  • Dynamic Advisor Solutions sold 727 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $363K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #466 holding.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 35 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $20.3M in Q2 2022.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.