Heritage Family Offices’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Heritage Family Offices’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	$313K	Hold	600	–	–	0.12%	144
2026 Q1	$278K	Hold	600	–	–	0.12%	155
2025 Q4	$288K	Hold	600	–	–	0.13%	149
2025 Q3	$278K	Hold	600	–	–	0.13%	152
2025 Q2	$249K	Hold	600	–	–	0.13%	149
2025 Q1	$252K	Hold	600	–	–	0.13%	146
2024 Q4	$255K	Hold	600	–	–	0.13%	150
2024 Q3	$254K	Hold	600	–	–	0.13%	151
2024 Q2	$235K	Buy	+600	New	+$233K	0.13%	149

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

Heritage Family Offices's DIA Position: Q2 2026 in Review

Heritage Family Offices held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 600 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #144.

Heritage Family Offices first reported a position in DIA in Q2 2024 and has held it in 9 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Heritage Family Offices held 600 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $313K as of Q2 2026.
Heritage Family Offices left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #144 holding.
Heritage Family Offices first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 9 quarters since.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.