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

Financial Guidance 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	$728K	Sell	1,393 -13	-0.9%	-$6.49K	0.27%	54
2026 Q1	$651K	Hold	1,406	–	–	0.26%	53
2025 Q4	$676K	Hold	1,406	–	–	0.28%	53
2025 Q3	$652K	Hold	1,406	–	–	0.29%	50
2025 Q2	$620K	Hold	1,406	–	–	0.3%	50
2025 Q1	$590K	Hold	1,406	–	–	0.32%	44
2024 Q4	$598K	Hold	1,406	–	–	0.33%	46
2024 Q3	$595K	Hold	1,406	–	–	0.35%	44
2024 Q2	$550K	Hold	1,406	–	–	0.34%	44
2024 Q1	$559K	Hold	1,406	–	–	0.36%	35
2023 Q4	$530K	Sell	1,406 -65	-4%	-$22.7K	0.37%	36
2023 Q3	$493K	Hold	1,471	–	–	0.37%	36
2023 Q2	$506K	Sell	1,471 -25	-2%	-$8.41K	0.37%	33
2023 Q1	$498K	Sell	1,496 -90	-6%	-$29.9K	0.38%	31
2022 Q4	$525K	Hold	1,586	–	–	0.43%	29
2022 Q3	$456K	Sell	1,586 -163	-9%	-$51.8K	0.37%	32
2022 Q2	$538K	Sell	1,749 -15	-0.9%	-$4.91K	0.42%	28
2022 Q1	$612K	Buy	+1,764	New	+$612K	0.42%	28

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Financial Guidance Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.92% in Q2 2026, selling an estimated $6.49K and leaving 1,393 shares worth $728K. The position accounts for 0.27% of the portfolio, ranked #54.

Financial Guidance Group first reported a position in DIA in Q1 2022 and has held it in 18 quarters since. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Financial Guidance Group held 1,393 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $728K as of Q2 2026.
Financial Guidance Group sold 13 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $6.49K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.27% of Financial Guidance Group's portfolio in Q2 2026, its #54 holding.
Financial Guidance Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 18 quarters since.
738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.