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

Everhart Financial Group’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	$430K	Hold	823	–	–	0.03%	299
2026 Q1	$381K	Hold	823	–	–	0.03%	321
2025 Q4	$396K	Sell	823 -75	-8%	-$35.5K	0.04%	291
2025 Q3	$416K	Sell	898 -20	-2%	-$9.01K	0.04%	271
2025 Q2	$405K	Buy	918 +300	+49%	+$124K	0.05%	255
2025 Q1	$259K	Hold	618	–	–	0.04%	292
2024 Q4	$263K	Hold	618	–	–	0.05%	272
2024 Q3	$261K	Hold	618	–	–	0.06%	278
2024 Q2	$242K	Hold	618	–	–	0.06%	258
2024 Q1	$246K	Hold	618	–	–	0.07%	240
2023 Q4	$233K	Buy	+618	New	+$216K	0.08%	216

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

Everhart Financial Group's DIA Position: Q2 2026 in Review

Everhart Financial Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 823 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #299.

Everhart Financial Group first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Everhart Financial Group held 823 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $430K as of Q2 2026.
Everhart Financial Group 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 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #299 holding.
Everhart Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.