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

JNBA Financial Advisors’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	$46.5K	Hold	89	–	–	﹤0.01%	332
2026 Q1	$41.2K	Buy	89 +9	+11%	+$4.36K	﹤0.01%	332
2025 Q4	$38.4K	Hold	80	–	–	﹤0.01%	343
2025 Q3	$37.1K	Sell	80 -62	-44%	-$27.9K	﹤0.01%	341
2025 Q2	$62.6K	Buy	+142	New	+$58.9K	0.01%	273
2023 Q2	–	Sell	-16	Closed	-$5.32K	–	715
2023 Q1	$5.32K	Buy	+16	New	+$5.32K	﹤0.01%	539
2021 Q1	–	Sell	-10	Closed	-$3K	–	652
2020 Q4	$3K	Hold	10	–	–	﹤0.01%	522
2020 Q3	$3K	Hold	10	–	–	﹤0.01%	490
2020 Q2	$3K	Hold	10	–	–	﹤0.01%	487
2020 Q1	$2K	Hold	10	–	–	﹤0.01%	496
2019 Q4	$3K	Hold	10	–	–	﹤0.01%	522
2019 Q3	$3K	Hold	10	–	–	﹤0.01%	504
2019 Q2	$3K	Buy	+10	New	+$2.61K	﹤0.01%	553
2018 Q4	–	Sell	-158	Closed	-$42K	–	580
2018 Q3	$42K	Buy	+158	New	+$40.4K	0.02%	237
2016 Q4	–	Sell	-1,005	Closed	-$184K	–	698
2016 Q3	$184K	Buy	+1,005	New	+$185K	0.03%	235
2013 Q4	–	Sell	-1,462	Closed	-$221K	–	440
2013 Q3	$221K	Buy	+1,462	New	+$223K	0.14%	80

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

JNBA Financial Advisors's DIA Position: Q2 2026 in Review

JNBA Financial Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 89 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

JNBA Financial Advisors first reported a position in DIA in Q3 2013 and has held it in 16 quarters since. The position peaked at $221K in Q3 2013. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

JNBA Financial Advisors held 89 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $46.5K as of Q2 2026.
JNBA Financial Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #332 holding.
JNBA Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2013 and has held it in 16 quarters since.
JNBA Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $221K in Q3 2013.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.