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 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

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

Global Financial Private Client's DIA Position: Q2 2026 in Review

Global Financial Private Client reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.3% in Q2 2026, selling an estimated $48.4K and leaving 1,724 shares worth $901K. The position accounts for 0.24% of the portfolio, ranked #117.

Global Financial Private Client first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Global Financial Private Client held 1,724 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $901K as of Q2 2026.
Global Financial Private Client sold 97 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $48.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.24% of Global Financial Private Client's portfolio in Q2 2026, its #117 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 27 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 Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.