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

Global Financial Private Client’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 Q3	$877K	Hold	1,724	–	–	0.24%	110
2026 Q2	$901K	Sell	1,724 -97	-5%	-$48.4K	0.24%	117
2026 Q1	$843K	Hold	1,821	–	–	0.28%	109
2025 Q4	$875K	Hold	1,821	–	–	0.31%	96
2025 Q3	$844K	Buy	1,821 +255	+16%	+$115K	0.3%	100
2025 Q2	$690K	Sell	1,566 -107	-6%	-$44.4K	0.26%	108
2025 Q1	$702K	Buy	1,673 +9	+0.5%	+$3.89K	0.27%	100
2024 Q4	$708K	Sell	1,664 -1	-0.1%	-$433	0.27%	101
2024 Q3	$704K	Sell	1,665 -33	-2%	-$13.4K	0.27%	99
2024 Q2	$664K	Hold	1,698	–	–	0.28%	98
2024 Q1	$671K	Sell	1,698 -63	-4%	-$24.3K	0.29%	96
2023 Q4	$664K	Sell	1,761 -32	-2%	-$11.2K	0.31%	88
2023 Q3	$599K	Hold	1,793	–	–	0.31%	82
2023 Q2	$617K	Hold	1,793	–	–	0.3%	80
2023 Q1	$602K	Hold	1,793	–	–	0.31%	79
2022 Q4	$594K	Hold	1,793	–	–	0.33%	75
2022 Q3	$529K	Hold	1,793	–	–	0.3%	77
2022 Q2	$557K	Sell	1,793 -106	-6%	-$34.7K	0.31%	73
2022 Q1	$661K	Buy	1,899 +103	+6%	+$35.7K	0.32%	70
2021 Q4	$653K	Hold	1,796	–	–	0.32%	75
2021 Q3	$616K	Hold	1,796	–	–	0.32%	82
2021 Q2	$622K	Buy	1,796 +98	+6%	+$33.5K	0.35%	74
2021 Q1	$563K	Buy	1,698 +4	+0.2%	+$1.26K	0.4%	62
2020 Q4	$518K	Buy	1,694 +54	+3%	+$15.7K	0.41%	58
2020 Q3	$456K	Sell	1,640 -48	-3%	-$13.1K	0.4%	57
2020 Q2	$435K	Sell	1,688 -585	-26%	-$144K	0.38%	61
2020 Q1	$476K	Sell	2,273 -48	-2%	-$12.8K	0.5%	53
2019 Q4	$662K	Buy	+2,321	New	+$639K	0.55%	43

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Global Financial Private Client's DIA Position: Q3 2026 in Review

Global Financial Private Client held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 1,724 shares worth $877K. The position accounts for 0.24% of the portfolio, ranked #110.

Global Financial Private Client first reported a position in DIA in Q4 2019 and has held it in 28 quarters since. The position peaked at $901K in Q2 2026. 1,044 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Global Financial Private Client held 1,724 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $877K as of Q3 2026.
Global Financial Private Client left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.24% of Global Financial Private Client's portfolio in Q3 2026, its #110 holding.
Global Financial Private Client first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 28 quarters since.
Global Financial Private Client's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $901K in Q2 2026.
1,044 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.