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

Goldstone Financial Group’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	$412K	Buy	788 +151	+24%	+$75.4K	0.04%	190
2026 Q1	$295K	Hold	637	–	–	0.03%	196
2025 Q4	$306K	Buy	637 +98	+18%	+$46.4K	0.03%	188
2025 Q3	$250K	Hold	539	–	–	0.03%	198
2025 Q2	$241K	Buy	539 +7	+1%	+$2.9K	0.03%	189
2025 Q1	$223K	Sell	532 -3	-0.6%	-$1.3K	0.03%	191
2024 Q4	$228K	Buy	+535	New	+$232K	0.04%	185
2024 Q1	–	Sell	-2,409	Closed	-$908K	–	169
2023 Q4	$908K	Buy	2,409 +1,573	+188%	+$550K	0.23%	75
2023 Q3	$280K	Buy	+836	New	+$290K	0.08%	121

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

Goldstone Financial Group's DIA Position: Q2 2026 in Review

Goldstone Financial Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 24% in Q2 2026, buying an estimated $75.4K and bringing the position to 788 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #190.

Goldstone Financial Group first reported a position in DIA in Q3 2023 and has held it in 9 quarters since. The position peaked at $908K in Q4 2023. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Goldstone Financial Group held 788 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $412K as of Q2 2026.
Goldstone Financial Group bought 151 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $75.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Goldstone Financial Group's portfolio in Q2 2026, its #190 holding.
Goldstone Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 9 quarters since.
Goldstone Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $908K in Q4 2023.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.