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

Intrepid Financial Planning 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	$2.64M	Sell	5,056 -95	-2%	-$47.4K	0.9%	28
2026 Q1	$2.39M	Hold	5,151	–	–	0.96%	24
2025 Q4	$2.48M	Hold	5,151	–	–	0.94%	25
2025 Q3	$2.39M	Sell	5,151 -25	-0.5%	-$11.3K	0.91%	26
2025 Q2	$2.28M	Sell	5,176 -14	-0.3%	-$5.81K	0.96%	24
2025 Q1	$2.18M	Buy	5,190 +1	+0%	+$432	1.01%	23
2024 Q4	$2.21M	Buy	5,189 +555	+12%	+$240K	0.93%	26
2024 Q3	$1.96M	Sell	4,634 -453	-9%	-$184K	0.84%	28
2024 Q2	$1.99M	Buy	5,087 +273	+6%	+$106K	0.85%	29
2024 Q1	$1.91M	Hold	4,814	–	–	0.83%	31
2023 Q4	$1.81M	Sell	4,814 -106	-2%	-$37K	0.87%	30
2023 Q3	$1.65M	Sell	4,920 -496	-9%	-$172K	0.85%	31
2023 Q2	$1.86M	Buy	5,416 +100	+2%	+$33.7K	0.89%	32
2023 Q1	$1.77M	Buy	5,316 +179	+3%	+$59.5K	0.89%	31
2022 Q4	$1.7M	Sell	5,137 -410	-7%	-$133K	0.92%	28
2022 Q3	$1.59M	Sell	5,547 -88	-2%	-$28K	0.91%	30
2022 Q2	$1.73M	Buy	+5,635	New	+$1.84M	0.95%	28

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

Intrepid Financial Planning Group's DIA Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.8% in Q2 2026, selling an estimated $47.4K and leaving 5,056 shares worth $2.64M. The position accounts for 0.9% of the portfolio, ranked #28.

Intrepid Financial Planning Group first reported a position in DIA in Q2 2022 and has held it in 17 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Intrepid Financial Planning Group held 5,056 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.64M as of Q2 2026.
Intrepid Financial Planning Group sold 95 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $47.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.9% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #28 holding.
Intrepid Financial Planning Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 17 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 Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.