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

Global Retirement 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
2021 Q2	–	Sell	-10,000	Closed	-$13K	–	1881
2021 Q1	$13K	Buy	+10,000	New	+$3.16M	﹤0.01%	1219

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 Retirement Partners's DIA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 3,916 shares worth $2.05M. The stake represents 0.03% of the portfolio and ranks #479 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DIA as recently as Q4 2025.

Global Retirement Partners first reported a position in DIA in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.55M in Q1 2024. 1,448 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Global Retirement Partners held 3,916 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.05M as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Global Retirement Partners position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #479 holding.
Global Retirement Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 36 quarters since.
Global Retirement Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.55M in Q1 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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