Intrepid Financial Planning Group
DIA icon

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
Q3 		$2.6M Buy
5,116
+60
+1% +$31.6K 0.77% 28
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Intrepid Financial Planning Group's DIA Position: Q3 2026 in Review

Intrepid Financial Planning Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.2% in Q3 2026, buying an estimated $31.6K and bringing the position to 5,116 shares worth $2.6M. The position accounts for 0.77% of the portfolio, ranked #28.

Intrepid Financial Planning Group first reported a position in DIA in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.64M in Q2 2026. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Intrepid Financial Planning Group held 5,116 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.6M as of Q3 2026.
  • Intrepid Financial Planning Group bought 60 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $31.6K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.77% of Intrepid Financial Planning Group's portfolio in Q3 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 18 quarters since.
  • Intrepid Financial Planning Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.64M in Q2 2026.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2026, filed 12 Nov 2026.