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

Foundations Investment 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 		$1.22M Sell
2,333
-28,678
-92% -$14.3M 0.01% 524
2026
Q1 		$14.4M Buy
31,011
+3,577
+13% +$1.73M 0.18% 127
2025
Q4 		$13.2M Buy
27,434
+25,386
+1,240% +$12M 0.17% 124
2025
Q3 		$950K Sell
2,048
-28
-1% -$12.6K 0.01% 483
2025
Q2 		$915K Sell
2,076
-583
-22% -$242K 0.01% 455
2025
Q1 		$1.12M Sell
2,659
-3,267
-55% -$1.41M 0.02% 383
2024
Q4 		$2.52M Buy
5,926
+3,277
+124% +$1.42M 0.05% 254
2024
Q3 		$1.12M Buy
2,649
+35
+1% +$14.2K 0.02% 345
2024
Q2 		$1.02M Sell
2,614
-675
-21% -$262K 0.02% 333
2024
Q1 		$1.31M Sell
3,289
-7,153
-69% -$2.76M 0.03% 280
2023
Q4 		$4.02M Sell
10,442
-6,805
-39% -$2.38M 0.11% 144
2023
Q3 		$5.78M Buy
17,247
+15,993
+1,275% +$5.55M 0.18% 101
2023
Q2 		$431K Buy
1,254
+422
+51% +$142K 0.01% 391
2023
Q1 		$277K Buy
832
+93
+13% +$30.9K 0.01% 413
2022
Q4 		$245K Sell
739
-37
-5% -$12K 0.01% 380
2022
Q3 		$223K Buy
776
+93
+14% +$29.6K 0.01% 361
2022
Q2 		$212K Sell
683
-6,349
-90% -$2.08M 0.01% 359
2022
Q1 		$2.42M Buy
+7,032
New +$2.44M 0.09% 86

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foundations Investment Advisors's DIA Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 92% in Q2 2026, selling an estimated $14.3M and leaving 2,333 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #524.

Foundations Investment Advisors first reported a position in DIA in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.4M in Q1 2026. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Foundations Investment Advisors held 2,333 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.22M as of Q2 2026.
  • Foundations Investment Advisors sold 28,678 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $14.3M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #524 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 18 quarters since.
  • Foundations Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $14.4M in Q1 2026.
  • 1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.