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

Financial Solutions Advisory 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 		$634K Hold
1,210
– – 0.08% 91
2026
Q1 		$560K Buy
+1,210
New +$586K 0.08% 100

Other funds holding DIA

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Financial Solutions Advisory Group's DIA Position: Q2 2026 in Review

Financial Solutions Advisory Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,210 shares worth $634K. The position accounts for 0.08% of the portfolio, ranked #91.

Financial Solutions Advisory Group first reported a position in DIA in Q1 2026 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Financial Solutions Advisory Group held 1,210 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $634K as of Q2 2026.
  • Financial Solutions Advisory Group 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 0.08% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #91 holding.
  • Financial Solutions Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2026 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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