Financial Synergies Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Financial Synergies Wealth Advisors’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	$274K	Buy	525 +1	+0.2%	+$499	0.02%	104
2026 Q1	$243K	Buy	+524	New	+$254K	0.02%	104
2024 Q2	–	Sell	-100	Closed	-$39.8K	–	164
2024 Q1	$39.8K	Hold	100	–	–	0.01%	144
2023 Q4	$33.1K	Hold	100	–	–	0.01%	114
2023 Q3	$33.5K	Hold	100	–	–	﹤0.01%	142
2023 Q2	$34.4K	Hold	100	–	–	﹤0.01%	130
2023 Q1	$33.3K	Hold	100	–	–	﹤0.01%	135
2022 Q4	$33.1K	Hold	100	–	–	0.01%	114
2022 Q3	$28.7K	Sell	100 -215	-68%	-$68.3K	﹤0.01%	113
2022 Q2	$97K	Buy	+315	New	+$103K	0.02%	86

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 Synergies Wealth Advisors's DIA Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.19% in Q2 2026, buying an estimated $499 and bringing the position to 525 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #104.

Financial Synergies Wealth Advisors first reported a position in DIA in Q2 2022 and has held it in 10 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Financial Synergies Wealth Advisors held 525 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $274K as of Q2 2026.
Financial Synergies Wealth Advisors bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Financial Synergies Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 10 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.