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Fiduciary Alliance’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Fiduciary Alliance’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 		$3.85M Buy
7,373
+176
+2% +$87.9K 0.26% 100
2026
Q1 		$3.49M Buy
7,197
+239
+3% +$116K 0.21% 122
2025
Q4 		$3.34M Buy
6,958
+676
+11% +$320K 0.22% 116
2025
Q3 		$2.91M Buy
6,282
+487
+8% +$219K 0.2% 118
2025
Q2 		$2.55M Sell
5,795
-40
-0.7% -$16.6K 0.19% 120
2025
Q1 		$2.45M Sell
5,835
-1,373
-19% -$594K 0.24% 96
2024
Q4 		$3.07M Buy
7,208
+488
+7% +$211K 0.31% 76
2024
Q3 		$2.84M Buy
6,720
+4,393
+189% +$1.78M 0.38% 65
2024
Q2 		$915K Buy
2,327
+412
+22% +$160K 0.15% 93
2024
Q1 		$757K Sell
1,915
-1
-0.1% -$385 0.13% 102
2023
Q4 		$722K Buy
1,916
+108
+6% +$37.7K 0.14% 92
2023
Q3 		$606K Buy
1,808
+93
+5% +$32.3K 0.14% 94
2023
Q2 		$590K Buy
1,715
+9
+0.5% +$3.03K 0.13% 92
2023
Q1 		$568K Buy
1,706
+8
+0.5% +$2.66K 0.14% 85
2022
Q4 		$563K Buy
+1,698
New +$552K 0.15% 80

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiduciary Alliance's DIA Position: Q2 2026 in Review

Fiduciary Alliance increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.4% in Q2 2026, buying an estimated $87.9K and bringing the position to 7,373 shares worth $3.85M. The position accounts for 0.26% of the portfolio, ranked #100.

Fiduciary Alliance first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Fiduciary Alliance held 7,373 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.85M as of Q2 2026.
  • Fiduciary Alliance bought 176 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $87.9K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.26% of Fiduciary Alliance's portfolio in Q2 2026, its #100 holding.
  • Fiduciary Alliance 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.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.