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

Financial Life Planners’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 		$1.41M Sell
2,700
-3
-0.1% -$1.5K 0.91% 15
2026
Q1 		$1.25M Sell
2,703
-179
-6% -$86.7K 0.96% 14
2025
Q4 		$1.39M Buy
2,882
+10
+0.3% +$4.73K 0.99% 17
2025
Q3 		$1.33M Sell
2,872
-186
-6% -$83.8K 0.89% 17
2025
Q2 		$1.35M Sell
3,058
-599
-16% -$249K 1.1% 16
2025
Q1 		$1.54M Buy
3,657
+70
+2% +$30.3K 1.49% 14
2024
Q4 		$1.53M Buy
+3,587
New +$1.55M 1.28% 14

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
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
SI
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 Life Planners's DIA Position: Q2 2026 in Review

Financial Life Planners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.11% in Q2 2026, selling an estimated $1.5K and leaving 2,700 shares worth $1.41M. The position accounts for 0.91% of the portfolio, ranked #15.

Financial Life Planners first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q1 2025. 727 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Financial Life Planners held 2,700 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.41M as of Q2 2026.
  • Financial Life Planners sold 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.91% of Financial Life Planners's portfolio in Q2 2026, its #15 holding.
  • Financial Life Planners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Financial Life Planners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.54M in Q1 2025.
  • 727 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.