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

Financial Engines 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 		$755K Buy
1,446
+41
+3% +$20.5K ﹤0.01% 349
2026
Q1 		$651K Buy
1,405
+27
+2% +$13.1K ﹤0.01% 356
2025
Q4 		$662K Sell
1,378
-1,913
-58% -$905K ﹤0.01% 363
2025
Q3 		$1.53M Buy
3,291
+1,406
+75% +$634K ﹤0.01% 259
2025
Q2 		$830K Buy
1,885
+276
+17% +$115K ﹤0.01% 312
2025
Q1 		$676K Sell
1,609
-120
-7% -$51.9K ﹤0.01% 298
2024
Q4 		$736K Buy
1,729
+12
+0.7% +$5.19K ﹤0.01% 291
2024
Q3 		$729K Buy
1,717
+31
+2% +$12.6K ﹤0.01% 255
2024
Q2 		$661K Buy
1,686
+410
+32% +$159K ﹤0.01% 238
2024
Q1 		$509K Sell
1,276
-120
-9% -$46.2K ﹤0.01% 244
2023
Q4 		$527K Buy
1,396
+559
+67% +$195K ﹤0.01% 227
2023
Q3 		$281K Hold
837
– – ﹤0.01% 247
2023
Q2 		$288K Sell
837
-137
-14% -$46.1K ﹤0.01% 251
2023
Q1 		$325K Buy
974
+29
+3% +$9.64K ﹤0.01% 235
2022
Q4 		$314K Sell
945
-223
-19% -$72.5K ﹤0.01% 246
2022
Q3 		$336K Buy
1,168
+85
+8% +$27K ﹤0.01% 229
2022
Q2 		$334K Sell
1,083
-625
-37% -$204K ﹤0.01% 240
2022
Q1 		$594K Buy
1,708
+143
+9% +$49.6K ﹤0.01% 189
2021
Q4 		$570K Buy
1,565
+30
+2% +$10.7K ﹤0.01% 150
2021
Q3 		$520K Buy
1,535
+473
+45% +$165K ﹤0.01% 167
2021
Q2 		$367K Sell
1,062
-117
-10% -$39.9K ﹤0.01% 162
2021
Q1 		$390K Buy
1,179
+124
+12% +$39.1K ﹤0.01% 183
2020
Q4 		$323K Sell
1,055
-256
-20% -$74.5K ﹤0.01% 197
2020
Q3 		$364K Buy
1,311
+132
+11% +$36.1K ﹤0.01% 173
2020
Q2 		$305K Buy
+1,179
New +$290K ﹤0.01% 160

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

Financial Engines Advisors's DIA Position: Q2 2026 in Review

Financial Engines Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.9% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,446 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Financial Engines Advisors first reported a position in DIA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.53M in Q3 2025. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Financial Engines Advisors held 1,446 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $755K as of Q2 2026.
  • Financial Engines Advisors bought 41 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $20.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #349 holding.
  • Financial Engines Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and has held it in 25 quarters since.
  • Financial Engines Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.53M in Q3 2025.
  • 1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.