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

Farther Finance 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	$9.57M	Buy	18,314 +798	+5%	+$399K	0.07%	228
2026 Q1	$8.15M	Buy	17,516 +600	+4%	+$291K	0.08%	224
2025 Q4	$8.13M	Buy	16,916 +1,930	+13%	+$913K	0.09%	201
2025 Q3	$6.95M	Sell	14,986 -9,295	-38%	-$4.19M	0.1%	166
2025 Q2	$10.7M	Buy	24,281 +14,872	+158%	+$6.17M	0.21%	94
2025 Q1	$3.95M	Buy	9,409 +5,278	+128%	+$2.28M	0.1%	187
2024 Q4	$1.76M	Buy	4,131 +2,139	+107%	+$926K	0.06%	240
2024 Q3	$843K	Buy	1,992 +1,908	+2,271%	+$775K	0.03%	400
2024 Q2	$32.8K	Buy	84 +44	+110%	+$17.1K	﹤0.01%	1585
2024 Q1	$15.8K	Hold	40	–	–	﹤0.01%	1567
2023 Q4	$15.1K	Hold	40	–	–	﹤0.01%	1431
2023 Q3	$13.4K	Hold	40	–	–	﹤0.01%	1204
2023 Q2	$13.8K	Hold	40	–	–	﹤0.01%	1100
2023 Q1	$13.3K	Hold	40	–	–	﹤0.01%	1022
2022 Q4	$13.3K	Buy	+40	New	+$13K	0.01%	859

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

Farther Finance Advisors's DIA Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.6% in Q2 2026, buying an estimated $399K and bringing the position to 18,314 shares worth $9.57M. The position accounts for 0.07% of the portfolio, ranked #228.

Farther Finance Advisors first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.7M in Q2 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Farther Finance Advisors held 18,314 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.57M as of Q2 2026.
Farther Finance Advisors bought 798 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $399K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #228 holding.
Farther Finance Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $10.7M in Q2 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.