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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
2022
Q2 		– Sell
-10,000
Closed -$10K – 715
2022
Q1 		$10K Buy
+10,000
New +$3.47M ﹤0.01% 720
2021
Q2 		– Sell
-1,000
Closed -$7K – 769
2021
Q1 		$7K Buy
+1,000
New +$316K ﹤0.01% 670
2020
Q4 		– Sell
-2,000
Closed -$7K – 689
2020
Q3 		$7K Buy
+2,000
New +$546K ﹤0.01% 595

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.