Independent Advisor Alliance’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Independent Advisor Alliance’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	$291K	Sell	557 -13,680	-96%	-$6.83M	0.01%	840
2026 Q1	$6.59M	Buy	14,237 +13,662	+2,376%	+$6.62M	0.07%	252
2025 Q4	$276K	Sell	575 -27	-4%	-$12.8K	0.01%	824
2025 Q3	$279K	Sell	602 -67	-10%	-$30.2K	0.01%	789
2025 Q2	$295K	Buy	+669	New	+$278K	0.01%	727
2025 Q1	–	Sell	-50,774	Closed	-$21.6M	–	914
2024 Q4	$21.6M	Buy	+50,774	New	+$22M	0.29%	74
2024 Q3	–	Sell	-823	Closed	-$322K	–	723
2024 Q2	$322K	Buy	823 +143	+21%	+$55.5K	0.01%	557
2024 Q1	$270K	Hold	680	–	–	0.01%	594
2023 Q4	$256K	Buy	+680	New	+$238K	0.01%	589
2021 Q3	–	Sell	-7,850	Closed	-$2.71M	–	643
2021 Q2	$2.71M	Buy	7,850 +50	+0.6%	+$17.1K	0.15%	140
2021 Q1	$2.58M	Buy	+7,800	New	+$2.46M	0.15%	130
2020 Q1	–	Sell	-19,956	Closed	-$5.69M	–	493
2019 Q4	$5.69M	Buy	+19,956	New	+$5.5M	0.25%	90
2017 Q2	–	Sell	-44,159	Closed	-$9.11M	–	265
2017 Q1	$9.11M	Buy	+44,159	New	+$9M	1.44%	7

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

Independent Advisor Alliance's DIA Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 96% in Q2 2026, selling an estimated $6.83M and leaving 557 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #840.

Independent Advisor Alliance first reported a position in DIA in Q1 2017 and has held it in 13 quarters since. The position peaked at $21.6M in Q4 2024. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Independent Advisor Alliance held 557 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $291K as of Q2 2026.
Independent Advisor Alliance sold 13,680 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $6.83M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #840 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and has held it in 13 quarters since.
Independent Advisor Alliance's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $21.6M in Q4 2024.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.