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

Fiduciary 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	$366K	Hold	700	–	–	0.04%	263
2026 Q1	$324K	Sell	700 -103	-13%	-$49.9K	0.04%	258
2025 Q4	$386K	Buy	803 +68	+9%	+$32.2K	0.05%	218
2025 Q3	$341K	Sell	735 -65	-8%	-$29.3K	0.05%	230
2025 Q2	$356K	Hold	800	–	–	0.06%	192
2025 Q1	$317K	Hold	800	–	–	0.07%	176
2024 Q4	$335K	Hold	800	–	–	0.07%	168
2024 Q3	$337K	Hold	800	–	–	0.08%	179
2024 Q2	$328K	Buy	+800	New	+$311K	0.08%	175

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

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

Fiduciary Financial Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 700 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #263.

Fiduciary Financial Group first reported a position in DIA in Q2 2024 and has held it in 9 quarters since. The position peaked at $386K in Q4 2025. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Fiduciary Financial Group held 700 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $366K as of Q2 2026.
Fiduciary 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 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #263 holding.
Fiduciary Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $386K in Q4 2025.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.