BFC Planning, Inc.’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

BFC Planning, Inc.’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	$3.41M	Sell	6,536 -265	-4%	-$132K	0.14%	159
2026 Q1	$3.15M	Sell	6,801 -153	-2%	-$74.1K	0.14%	147
2025 Q4	$3.34M	Sell	6,954 -58	-0.8%	-$27.4K	0.15%	143
2025 Q3	$3.25M	Sell	7,012 -1,324	-16%	-$597K	0.24%	80
2025 Q2	$3.67M	Sell	8,336 -6,188	-43%	-$2.57M	0.29%	70
2025 Q1	$6.1M	Sell	14,524 -611	-4%	-$264K	0.54%	34
2024 Q4	$6.44M	Buy	+15,135	New	+$6.55M	0.54%	34

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

BFC Planning, Inc.'s DIA Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.9% in Q2 2026, selling an estimated $132K and leaving 6,536 shares worth $3.41M. The position accounts for 0.14% of the portfolio, ranked #159.

BFC Planning, Inc. first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.44M in Q4 2024. 1,460 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

BFC Planning, Inc. held 6,536 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.41M as of Q2 2026.
BFC Planning, Inc. sold 265 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $132K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of BFC Planning, Inc.'s portfolio in Q2 2026, its #159 holding.
BFC Planning, Inc. 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.
BFC Planning, Inc.'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.44M in Q4 2024.
1,460 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.