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Johnson Financial Group Inc (Wisconsin)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$783K Hold
1,495
– – 0.03% 194
2026
Q1 		$694K Hold
1,495
– – 0.03% 206
2025
Q4 		$720K Sell
1,495
-15
-1% -$7.1K 0.03% 197
2025
Q3 		$702K Hold
1,510
– – 0.03% 212
2025
Q2 		$667K Hold
1,510
– – 0.03% 192
2025
Q1 		$635K Hold
1,510
– – 0.03% 199
2024
Q4 		$673K Hold
1,510
– – 0.03% 182
2024
Q3 		$641K Hold
1,510
– – 0.03% 202
2024
Q2 		$592K Sell
1,510
-16
-1% -$6.21K 0.03% 188
2024
Q1 		$608K Sell
1,526
-30
-2% -$11.6K 0.03% 166
2023
Q4 		$588K Sell
1,556
-15
-1% -$5.24K 0.03% 165
2023
Q3 		$528K Hold
1,571
– – 0.04% 167
2023
Q2 		$540K Sell
1,571
-25
-2% -$8.41K 0.04% 173
2023
Q1 		$531K Sell
1,596
-16
-1% -$5.32K 0.04% 176
2022
Q4 		$534K Hold
1,612
– – 0.04% 157
2022
Q3 		$522K Buy
1,612
+162
+11% +$51.5K 0.05% 156
2022
Q2 		$446K Hold
1,450
– – 0.03% 189
2022
Q1 		$503K Hold
1,450
– – 0.04% 193
2021
Q4 		$527K Hold
1,450
– – 0.03% 191
2021
Q3 		$491K Hold
1,450
– – 0.03% 186
2021
Q2 		$500K Hold
1,450
– – 0.03% 184
2021
Q1 		$479K Buy
+1,450
New +$458K 0.03% 182

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Johnson Financial Group Inc (Wisconsin)'s DIA Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,495 shares worth $783K. The position accounts for 0.03% of the portfolio, ranked #194.

Johnson Financial Group Inc (Wisconsin) first reported a position in DIA in Q1 2021 and has held it in 22 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,495 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $783K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) 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 0.03% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #194 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 22 quarters since.
  • 1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.