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

Francis Financial’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	$361K	Hold	691	–	–	0.06%	88
2026 Q1	$320K	Hold	691	–	–	0.06%	82
2025 Q4	$332K	Hold	691	–	–	0.06%	82
2025 Q3	$320K	Hold	691	–	–	0.06%	95
2025 Q2	$304K	Hold	691	–	–	0.07%	77
2025 Q1	$290K	Hold	691	–	–	0.07%	73
2024 Q4	$294K	Hold	691	–	–	0.07%	76
2024 Q3	$292K	Sell	691 -160	-19%	-$65K	0.08%	77
2024 Q2	$333K	Hold	851	–	–	0.1%	63
2024 Q1	$338K	Hold	851	–	–	0.11%	54
2023 Q4	$321K	Hold	851	–	–	0.14%	45
2023 Q3	$285K	Buy	+851	New	+$295K	0.15%	40

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

Francis Financial's DIA Position: Q2 2026 in Review

Francis Financial held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 691 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #88.

Francis Financial first reported a position in DIA in Q3 2023 and has held it in 12 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Francis Financial held 691 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $361K as of Q2 2026.
Francis Financial left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Francis Financial's portfolio in Q2 2026, its #88 holding.
Francis Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 12 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.