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

Financial Management Network’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	$214K	Sell	411 -110	-21%	-$54.9K	0.03%	201
2026 Q1	$251K	Buy	521 +1	+0.2%	+$484	0.04%	175
2025 Q4	$251K	Buy	520 +2	+0.4%	+$946	0.04%	163
2025 Q3	$242K	Buy	518 +1	+0.2%	+$451	0.04%	164
2025 Q2	$232K	Buy	+517	New	+$215K	0.04%	157
2025 Q1	–	Sell	-495	Closed	-$211K	–	155
2024 Q4	$211K	Buy	495 +1	+0.2%	+$433	0.04%	157
2024 Q3	$209K	Buy	+494	New	+$201K	0.04%	161
2023 Q4	–	Sell	-739	Closed	-$245K	–	144
2023 Q3	$245K	Buy	739 +3	+0.4%	+$1.04K	0.08%	128
2023 Q2	$253K	Buy	736 +3	+0.4%	+$1.01K	0.09%	128
2023 Q1	$245K	Buy	733 +3	+0.4%	+$997	0.1%	115
2022 Q4	$243K	Buy	730 +37	+5%	+$12K	0.11%	122
2022 Q3	$210K	Sell	693 -98	-12%	-$31.2K	0.1%	125
2022 Q2	$246K	Buy	791 +37	+5%	+$12.1K	0.13%	111
2022 Q1	$263K	Sell	754 -81	-10%	-$28.1K	0.13%	95
2021 Q4	$307K	Hold	835	–	–	0.14%	103
2021 Q3	$284K	Buy	835 +1	+0.1%	+$349	0.14%	101
2021 Q2	$290K	Hold	834	–	–	0.15%	100
2021 Q1	$284K	Sell	834 -22	-3%	-$6.94K	0.15%	101
2020 Q4	$267K	Buy	+856	New	+$249K	0.16%	91

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 Management Network's DIA Position: Q2 2026 in Review

Financial Management Network reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 21% in Q2 2026, selling an estimated $54.9K and leaving 411 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #201.

Financial Management Network first reported a position in DIA in Q4 2020 and has held it in 19 quarters since. The position peaked at $307K in Q4 2021. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Financial Management Network held 411 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $214K as of Q2 2026.
Financial Management Network sold 110 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $54.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Financial Management Network's portfolio in Q2 2026, its #201 holding.
Financial Management Network first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 19 quarters since.
Financial Management Network's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $307K in Q4 2021.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.