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

Fiducient 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	$265K	Buy	504 +1	+0.2%	+$499	0.04%	130
2026 Q1	$234K	Hold	503	–	–	0.03%	126
2025 Q4	$242K	Buy	+503	New	+$238K	0.03%	155

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

Fiducient Advisors's DIA Position: Q2 2026 in Review

Fiducient Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.2% in Q2 2026, buying an estimated $499 and bringing the position to 504 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #130.

Fiducient Advisors first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Fiducient Advisors held 504 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $265K as of Q2 2026.
Fiducient Advisors bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Fiducient Advisors's portfolio in Q2 2026, its #130 holding.
Fiducient Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.