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

Financial Alternatives’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	$1.26M	Hold	2,407	–	–	0.62%	29
2026 Q1	$1.11M	Hold	2,407	–	–	0.6%	30
2025 Q4	$1.16M	Hold	2,407	–	–	0.67%	29
2025 Q3	$1.12M	Buy	2,407 +12	+0.5%	+$5.41K	0.68%	29
2025 Q2	$1.06M	Hold	2,395	–	–	0.69%	27
2025 Q1	$1.01M	Hold	2,395	–	–	0.72%	27
2024 Q4	$1.02M	Hold	2,395	–	–	0.72%	26
2024 Q3	$1.01M	Hold	2,395	–	–	0.71%	28
2024 Q2	$937K	Hold	2,395	–	–	0.7%	27
2024 Q1	$953K	Hold	2,395	–	–	0.74%	28
2023 Q4	$903K	Hold	2,395	–	–	0.76%	28
2023 Q3	$802K	Hold	2,395	–	–	0.74%	28
2023 Q2	$824K	Hold	2,395	–	–	0.75%	28
2023 Q1	$797K	Hold	2,395	–	–	0.76%	28
2022 Q4	$794K	Buy	+2,395	New	+$778K	0.79%	29

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

Financial Alternatives's DIA Position: Q2 2026 in Review

Financial Alternatives held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 2,407 shares worth $1.26M. The position accounts for 0.62% of the portfolio, ranked #29.

Financial Alternatives first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Financial Alternatives held 2,407 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.26M as of Q2 2026.
Financial Alternatives 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 0.62% of Financial Alternatives's portfolio in Q2 2026, its #29 holding.
Financial Alternatives 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.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.