Hapanowicz & Associates Financial Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Hapanowicz & Associates Financial Services’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	$1.57M	Sell	3,009 -20	-0.7%	-$9.99K	0.49%	16
2026 Q1	$1.4M	Hold	3,029	–	–	0.56%	13
2025 Q4	$1.46M	Hold	3,029	–	–	0.57%	13
2025 Q3	$1.4M	Hold	3,029	–	–	0.65%	12
2025 Q2	$1.33M	Buy	+3,029	New	+$1.26M	0.67%	11
2017 Q1	–	Sell	-23,579	Closed	-$4.71M	–	22
2016 Q4	$4.71M	Buy	+23,579	New	+$4.45M	4.39%	8

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

Hapanowicz & Associates Financial Services's DIA Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.66% in Q2 2026, selling an estimated $9.99K and leaving 3,009 shares worth $1.57M. The position accounts for 0.49% of the portfolio, ranked #16.

Hapanowicz & Associates Financial Services first reported a position in DIA in Q4 2016 and has held it in 6 quarters since. The position peaked at $4.71M in Q4 2016. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Hapanowicz & Associates Financial Services held 3,009 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.57M as of Q2 2026.
Hapanowicz & Associates Financial Services sold 20 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $9.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.49% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #16 holding.
Hapanowicz & Associates Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 6 quarters since.
Hapanowicz & Associates Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.71M in Q4 2016.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.