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

Financial Planning Hawaii’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 		$831K Buy
1,591
+37
+2% +$18.5K 0.45% 50
2026
Q1 		$720K Buy
1,554
+1
+0.1% +$484 0.42% 56
2025
Q4 		$746K Buy
+1,553
New +$735K 0.43% 59

Other funds holding DIA

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Financial Planning Hawaii's DIA Position: Q2 2026 in Review

Financial Planning Hawaii increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.4% in Q2 2026, buying an estimated $18.5K and bringing the position to 1,591 shares worth $831K. The position accounts for 0.45% of the portfolio, ranked #50.

Financial Planning Hawaii first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Financial Planning Hawaii held 1,591 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $831K as of Q2 2026.
  • Financial Planning Hawaii bought 37 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $18.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.45% of Financial Planning Hawaii's portfolio in Q2 2026, its #50 holding.
  • Financial Planning Hawaii first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 932 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.