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

Forum Financial Management’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	$590K	Buy	1,129 +1	+0.1%	+$499	0.01%	189
2026 Q1	$522K	Buy	1,128 +5	+0.4%	+$2.42K	0.01%	192
2025 Q4	$540K	Buy	1,123 +217	+24%	+$103K	0.01%	437
2025 Q3	$420K	Buy	906 +2	+0.2%	+$901	0.01%	545
2025 Q2	$398K	Buy	904 +1	+0.1%	+$415	0.01%	510
2025 Q1	$379K	Buy	903 +165	+22%	+$71.4K	0.01%	475
2024 Q4	$314K	Sell	738 -46	-6%	-$19.9K	0.01%	588
2024 Q3	$332K	Buy	784 +6	+0.8%	+$2.44K	0.01%	471
2024 Q2	$304K	Sell	778 -1,023	-57%	-$397K	0.01%	472
2024 Q1	$716K	Sell	1,801 -1,093	-38%	-$421K	0.01%	245
2023 Q4	$1.09M	Sell	2,894 -1,268	-30%	-$443K	0.02%	155
2023 Q3	$1.39M	Buy	4,162 +1,966	+90%	+$682K	0.03%	120
2023 Q2	$755K	Buy	+2,196	New	+$739K	0.02%	201
2023 Q1	–	Sell	-716	Closed	-$237K	–	630
2022 Q4	$237K	Buy	+716	New	+$233K	0.01%	484

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

Forum Financial Management's DIA Position: Q2 2026 in Review

Forum Financial Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.09% in Q2 2026, buying an estimated $499 and bringing the position to 1,129 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #189.

Forum Financial Management first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.39M in Q3 2023. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Forum Financial Management held 1,129 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $590K as of Q2 2026.
Forum Financial Management 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 0.01% of Forum Financial Management's portfolio in Q2 2026, its #189 holding.
Forum Financial Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 14 quarters since.
Forum Financial Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.39M in Q3 2023.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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