Fortis Group Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Fortis Group 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	$4.97M	Buy	9,505 +307	+3%	+$153K	0.79%	33
2026 Q1	$4.56M	Sell	9,198 -1,164	-11%	-$564K	0.75%	32
2025 Q4	$5.07M	Sell	10,362 -56	-0.5%	-$26.5K	0.85%	22
2025 Q3	$4.95M	Buy	10,418 +732	+8%	+$330K	0.85%	26
2025 Q2	$4.27M	Sell	9,686 -3,898	-29%	-$1.62M	0.78%	35
2025 Q1	$5.7M	Sell	13,584 -1,237	-8%	-$535K	1.11%	26
2024 Q4	$6.31M	Buy	14,821 +1,624	+12%	+$703K	1.17%	27
2024 Q3	$5.58M	Buy	13,197 +702	+6%	+$285K	1.03%	31
2024 Q2	$4.89M	Buy	12,495 +1,048	+9%	+$407K	0.97%	35
2024 Q1	$4.55M	Buy	11,447 +11,247	+5,624%	+$4.33M	0.84%	37
2023 Q4	$75.4K	Buy	200 +100	+100%	+$34.9K	0.02%	153
2023 Q3	$33.5K	Sell	100 -16,176	-99%	-$5.61M	0.01%	151
2023 Q2	$5.6M	Buy	+16,276	New	+$5.48M	1.49%	19
2020 Q3	$27K	Buy	+100	New	+$27.3K	0.01%	236

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

Fortis Group Advisors's DIA Position: Q2 2026 in Review

Fortis Group Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.3% in Q2 2026, buying an estimated $153K and bringing the position to 9,505 shares worth $4.97M. The position accounts for 0.79% of the portfolio, ranked #33.

Fortis Group Advisors first reported a position in DIA in Q3 2020 and has held it in 14 quarters since. The position peaked at $6.31M in Q4 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Fortis Group Advisors held 9,505 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.97M as of Q2 2026.
Fortis Group Advisors bought 307 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $153K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.79% of Fortis Group Advisors's portfolio in Q2 2026, its #33 holding.
Fortis Group Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 14 quarters since.
Fortis Group Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.31M in Q4 2024.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.