Holistic Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Holistic Planning’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	$2.07M	Buy	3,956 +985	+33%	+$492K	0.32%	72
2026 Q1	$1.38M	Sell	2,971 -18	-0.6%	-$8.72K	0.27%	81
2025 Q4	$1.44M	Sell	2,989 -139	-4%	-$65.8K	0.31%	73
2025 Q3	$1.45M	Buy	3,128 +12	+0.4%	+$5.41K	0.38%	52
2025 Q2	$1.37M	Buy	3,116 +5	+0.2%	+$2.08K	0.39%	49
2025 Q1	$1.31M	Buy	3,111 +366	+13%	+$158K	0.44%	43
2024 Q4	$1.17M	Buy	2,745 +296	+12%	+$128K	0.42%	46
2024 Q3	$1.04M	Buy	+2,449	New	+$995K	0.44%	49

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

Holistic Planning's DIA Position: Q2 2026 in Review

Holistic Planning increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 33% in Q2 2026, buying an estimated $492K and bringing the position to 3,956 shares worth $2.07M. The position accounts for 0.32% of the portfolio, ranked #72.

Holistic Planning first reported a position in DIA in Q3 2024 and has held it in 8 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Holistic Planning held 3,956 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.07M as of Q2 2026.
Holistic Planning bought 985 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $492K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.32% of Holistic Planning's portfolio in Q2 2026, its #72 holding.
Holistic Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 8 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.