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

Freedom Financial Partners’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	$442K	Buy	847 +1	+0.1%	+$499	0.14%	67
2026 Q1	$392K	Hold	846	–	–	0.14%	64
2025 Q4	$407K	Buy	846 +1	+0.1%	+$473	0.15%	64
2025 Q3	$392K	Sell	845 -1	-0.1%	-$451	0.15%	63
2025 Q2	$373K	Sell	846 -1	-0.1%	-$415	0.16%	59
2025 Q1	$356K	Buy	847 +1	+0.1%	+$432	0.17%	57
2024 Q4	$360K	Buy	+846	New	+$366K	0.17%	58

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

Freedom Financial Partners's DIA Position: Q2 2026 in Review

Freedom Financial Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.12% in Q2 2026, buying an estimated $499 and bringing the position to 847 shares worth $442K. The position accounts for 0.14% of the portfolio, ranked #67.

Freedom Financial Partners first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Freedom Financial Partners held 847 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $442K as of Q2 2026.
Freedom Financial Partners 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 0.14% of Freedom Financial Partners's portfolio in Q2 2026, its #67 holding.
Freedom Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.