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

Independent 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 		$8.24M Sell
15,777
-759
-5% -$379K 0.15% 132
2026
Q1 		$7.66M Sell
16,536
-1,700
-9% -$824K 0.17% 122
2025
Q4 		$8.76M Buy
18,236
+2,001
+12% +$947K 0.2% 100
2025
Q3 		$7.53M Sell
16,235
-1,090
-6% -$491K 0.18% 108
2025
Q2 		$7.63M Buy
17,325
+1,704
+11% +$707K 0.21% 87
2025
Q1 		$6.56M Sell
15,621
-1,222
-7% -$528K 0.23% 83
2024
Q4 		$7.17M Buy
16,843
+1,163
+7% +$503K 0.24% 77
2024
Q3 		$6.63M Sell
15,680
-444
-3% -$180K 0.24% 79
2024
Q2 		$6.31M Sell
16,124
-5,586
-26% -$2.17M 0.25% 75
2024
Q1 		$8.64M Buy
21,710
+6,454
+42% +$2.49M 0.4% 40
2023
Q4 		$5.75M Buy
15,256
+3,034
+25% +$1.06M 0.31% 69
2023
Q3 		$4.09M Sell
12,222
-233
-2% -$80.8K 0.27% 80
2023
Q2 		$4.28M Sell
12,455
-176
-1% -$59.2K 0.3% 63
2023
Q1 		$4.2M Buy
12,631
+1,115
+10% +$370K 0.34% 60
2022
Q4 		$3.82M Buy
11,516
+994
+9% +$323K 0.33% 57
2022
Q3 		$3.02M Buy
10,522
+106
+1% +$33.7K 0.27% 66
2022
Q2 		$3.21M Buy
10,416
+713
+7% +$233K 0.34% 59
2022
Q1 		$3.37M Buy
9,703
+84
+0.9% +$29.1K 0.27% 70
2021
Q4 		$3.49M Sell
9,619
-697
-7% -$248K 0.29% 65
2021
Q3 		$3.49M Buy
10,316
+742
+8% +$259K 0.36% 55
2021
Q2 		$3.3M Buy
9,574
+709
+8% +$242K 0.35% 56
2021
Q1 		$2.93M Buy
8,865
+242
+3% +$76.4K 0.38% 56
2020
Q4 		$2.64M Sell
8,623
-78
-0.9% -$22.7K 0.39% 51
2020
Q3 		$2.41M Buy
8,701
+715
+9% +$195K 0.45% 41
2020
Q2 		$2.06M Sell
7,986
-1,016
-11% -$250K 0.45% 43
2020
Q1 		$1.97M Buy
+9,002
New +$2.39M 0.58% 31

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Independent Financial Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.6% in Q2 2026, selling an estimated $379K and leaving 15,777 shares worth $8.24M. The position accounts for 0.15% of the portfolio, ranked #132.

Independent Financial Group first reported a position in DIA in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.76M in Q4 2025. 1,393 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Independent Financial Group held 15,777 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.24M as of Q2 2026.
  • Independent Financial Group sold 759 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $379K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Independent Financial Group's portfolio in Q2 2026, its #132 holding.
  • Independent Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.76M in Q4 2025.
  • 1,393 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.