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

Founders Financial Alliance’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 		$5.27M Sell
10,084
-296
-3% -$148K 0.7% 32
2026
Q1 		$4.81M Buy
10,380
+152
+1% +$73.6K 0.87% 26
2025
Q4 		$4.92M Sell
10,228
-7
-0.1% -$3.31K 0.93% 23
2025
Q3 		$4.75M Buy
10,235
+113
+1% +$50.9K 0.89% 23
2025
Q2 		$4.46M Buy
10,122
+228
+2% +$94.6K 1.01% 19
2025
Q1 		$4.15M Buy
9,894
+1,518
+18% +$657K 1.01% 19
2024
Q4 		$3.56M Buy
8,376
+32
+0.4% +$13.9K 0.98% 18
2024
Q3 		$3.53M Buy
8,344
+163
+2% +$66.2K 0.98% 20
2024
Q2 		$3.2M Buy
8,181
+138
+2% +$53.6K 0.95% 20
2024
Q1 		$3.2M Buy
8,043
+547
+7% +$211K 0.96% 21
2023
Q4 		$2.82M Buy
7,496
+122
+2% +$42.6K 1.1% 17
2023
Q3 		$2.47M Sell
7,374
-4
-0.1% -$1.39K 1.08% 20
2023
Q2 		$2.54M Buy
7,378
+335
+5% +$113K 1% 19
2023
Q1 		$2.34M Buy
7,043
+235
+3% +$78.1K 1.17% 17
2022
Q4 		$2.26M Buy
6,808
+601
+10% +$195K 1.04% 19
2022
Q3 		$1.78M Buy
6,207
+194
+3% +$61.7K 0.91% 22
2022
Q2 		$1.85M Buy
6,013
+1,793
+42% +$586K 0.94% 26
2022
Q1 		$1.46M Buy
4,220
+1,402
+50% +$486K 0.65% 34
2021
Q4 		$1.02M Buy
2,818
+1,106
+65% +$393K 0.41% 62
2021
Q3 		$580K Buy
1,712
+218
+15% +$76.1K 0.27% 86
2021
Q2 		$515K Buy
1,494
+111
+8% +$37.9K 0.23% 100
2021
Q1 		$467K Buy
1,383
+132
+11% +$41.7K 0.23% 97
2020
Q4 		$383K Buy
1,251
+137
+12% +$39.9K 0.22% 106
2020
Q3 		$312K Buy
+1,114
New +$304K 0.19% 110

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

Founders Financial Alliance's DIA Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.9% in Q2 2026, selling an estimated $148K and leaving 10,084 shares worth $5.27M. The position accounts for 0.7% of the portfolio, ranked #32.

Founders Financial Alliance first reported a position in DIA in Q3 2020 and has held it in 24 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Founders Financial Alliance held 10,084 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.27M as of Q2 2026.
  • Founders Financial Alliance sold 296 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $148K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.7% of Founders Financial Alliance's portfolio in Q2 2026, its #32 holding.
  • Founders Financial Alliance first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 24 quarters since.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.