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

Financial Management Professionals’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	$322K	Hold	614	–	–	0.03%	150
2026 Q1	$285K	Hold	614	–	–	0.03%	139
2025 Q4	$296K	Hold	614	–	–	0.03%	136
2025 Q3	$286K	Hold	614	–	–	0.03%	139
2025 Q2	$271K	Buy	614 +314	+105%	+$130K	0.03%	136
2025 Q1	$126K	Hold	300	–	–	0.02%	168
2024 Q4	$128K	Hold	300	–	–	0.02%	173
2024 Q3	$127K	Hold	300	–	–	0.02%	176
2024 Q2	$117K	Hold	300	–	–	0.02%	177
2024 Q1	$119K	Hold	300	–	–	0.02%	185
2023 Q4	$113K	Hold	300	–	–	0.02%	172
2023 Q3	$100K	Hold	300	–	–	0.02%	175
2023 Q2	$103K	Hold	300	–	–	0.02%	184
2023 Q1	$100K	Hold	300	–	–	0.02%	202
2022 Q4	$99K	Hold	300	–	–	0.02%	162
2022 Q3	$86K	Hold	300	–	–	0.02%	161
2022 Q2	$92K	Hold	300	–	–	0.02%	166
2022 Q1	$104K	Hold	300	–	–	0.02%	160
2021 Q4	$109K	Hold	300	–	–	0.02%	158
2021 Q3	$101K	Buy	+300	New	+$105K	0.02%	147
2021 Q1	–	Sell	-30	Closed	-$9K	–	667
2020 Q4	$9K	Hold	30	–	–	﹤0.01%	369
2020 Q3	$8K	Hold	30	–	–	﹤0.01%	339
2020 Q2	$8K	Hold	30	–	–	﹤0.01%	331
2020 Q1	$7K	Hold	30	–	–	﹤0.01%	188
2019 Q4	$9K	Hold	30	–	–	﹤0.01%	191
2019 Q3	$8K	Hold	30	–	–	﹤0.01%	194
2019 Q2	$8K	Hold	30	–	–	﹤0.01%	209
2019 Q1	$8K	Hold	30	–	–	﹤0.01%	172
2018 Q4	$7K	Hold	30	–	–	﹤0.01%	166
2018 Q3	$8K	Hold	30	–	–	﹤0.01%	191
2018 Q2	$7K	Hold	30	–	–	﹤0.01%	178
2018 Q1	$7K	Hold	30	–	–	﹤0.01%	177
2017 Q4	$7K	Hold	30	–	–	﹤0.01%	150
2017 Q3	$6K	Hold	30	–	–	﹤0.01%	157
2017 Q2	$6K	Hold	30	–	–	﹤0.01%	174
2017 Q1	$6K	Hold	30	–	–	﹤0.01%	200
2016 Q4	$5K	Hold	30	–	–	﹤0.01%	200
2016 Q3	$5K	Hold	30	–	–	﹤0.01%	214
2016 Q2	$5K	Hold	30	–	–	﹤0.01%	292
2016 Q1	$5K	Hold	30	–	–	﹤0.01%	182
2015 Q4	$5K	Hold	30	–	–	﹤0.01%	178
2015 Q3	$5K	Hold	30	–	–	﹤0.01%	196
2015 Q2	$5K	Hold	30	–	–	﹤0.01%	199
2015 Q1	$5K	Hold	30	–	–	﹤0.01%	219
2014 Q4	$5K	Hold	30	–	–	﹤0.01%	235
2014 Q3	$5K	Hold	30	–	–	﹤0.01%	203
2014 Q2	$5K	Hold	30	–	–	﹤0.01%	204
2014 Q1	$5K	Hold	30	–	–	﹤0.01%	204
2013 Q4	$5K	Hold	30	–	–	﹤0.01%	206
2013 Q3	$5K	Hold	30	–	–	﹤0.01%	208
2013 Q2	$4K	Buy	+30	New	+$4.48K	﹤0.01%	216

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 Professionals's DIA Position: Q2 2026 in Review

Financial Management Professionals held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 614 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #150.

Financial Management Professionals first reported a position in DIA in Q2 2013 and has held it in 51 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Financial Management Professionals held 614 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $322K as of Q2 2026.
Financial Management Professionals 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 0.03% of Financial Management Professionals's portfolio in Q2 2026, its #150 holding.
Financial Management Professionals first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 51 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 Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.