FFA
DIA icon

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

Fortune Financial 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 		$1.39M Buy
2,666
+2
+0.1% +$999 0.6% 48
2026
Q1 		$1.23M Buy
2,664
+4
+0.2% +$1.94K 0.63% 44
2025
Q4 		$1.28M Sell
2,660
-96
-3% -$45.4K 0.86% 35
2025
Q3 		$1.28M Buy
2,756
+3
+0.1% +$1.35K 0.96% 35
2025
Q2 		$1.21M Buy
2,753
+6
+0.2% +$2.49K 0.98% 33
2025
Q1 		$1.15M Sell
2,747
-450
-14% -$195K 0.99% 34
2024
Q4 		$1.36M Buy
3,197
+12
+0.4% +$5.19K 1.24% 26
2024
Q3 		$1.35M Sell
3,185
-10
-0.3% -$4.06K 1.22% 27
2024
Q2 		$1.25M Sell
3,195
-4
-0.1% -$1.55K 0.77% 42
2024
Q1 		$1.27M Buy
3,199
+7
+0.2% +$2.7K 0.81% 35
2023
Q4 		$1.2M Sell
3,192
-331
-9% -$116K 0.84% 39
2023
Q3 		$1.18M Sell
3,523
-28
-0.8% -$9.71K 0.9% 36
2023
Q2 		$1.22M Buy
+3,551
New +$1.2M 0.92% 37

Other funds holding DIA

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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fortune Financial Advisors's DIA Position: Q2 2026 in Review

Fortune Financial Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.08% in Q2 2026, buying an estimated $999 and bringing the position to 2,666 shares worth $1.39M. The position accounts for 0.6% of the portfolio, ranked #48.

Fortune Financial Advisors first reported a position in DIA in Q2 2023 and has held it in 13 quarters since. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Fortune Financial Advisors held 2,666 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.39M as of Q2 2026.
  • Fortune Financial Advisors bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $999.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.6% of Fortune Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Fortune Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 13 quarters since.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.