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

Larson 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	$1.78M	Sell	3,404 -695	-17%	-$347K	0.05%	271
2026 Q1	$1.9M	Buy	4,099 +57	+1%	+$27.6K	0.06%	246
2025 Q4	$1.94M	Sell	4,042 -5	-0.1%	-$2.37K	0.06%	237
2025 Q3	$1.88M	Sell	4,047 -51	-1%	-$23K	0.07%	232
2025 Q2	$1.81M	Sell	4,098 -488	-11%	-$202K	0.07%	229
2025 Q1	$1.93M	Buy	4,586 +2,043	+80%	+$884K	0.09%	193
2024 Q4	$1.08M	Buy	2,543 +1	+0%	+$433	0.06%	230
2024 Q3	$1.08M	Hold	2,542	–	–	0.06%	220
2024 Q2	$994K	Sell	2,542 -25	-1%	-$9.71K	0.07%	198
2024 Q1	$1.02M	Buy	2,567 +1,864	+265%	+$718K	0.08%	167
2023 Q4	$265K	Sell	703 -10	-1%	-$3.49K	0.02%	293
2023 Q3	$239K	Sell	713 -61	-8%	-$21.2K	0.02%	290
2023 Q2	$266K	Buy	774 +39	+5%	+$13.1K	0.03%	274
2023 Q1	$245K	Sell	735 -1,610	-69%	-$535K	0.03%	288
2022 Q4	$777K	Buy	2,345 +177	+8%	+$57.5K	0.09%	162
2022 Q3	$623K	Buy	2,168 +1,846	+573%	+$587K	0.09%	153
2022 Q2	$99K	Buy	322 +78	+32%	+$25.5K	0.02%	261
2022 Q1	$85K	Buy	244 +20	+9%	+$6.94K	0.01%	294
2021 Q4	$81K	Buy	224 +15	+7%	+$5.33K	0.01%	306
2021 Q3	$71K	Hold	209	–	–	0.01%	243
2021 Q2	$72K	Hold	209	–	–	0.02%	218
2021 Q1	$69K	Sell	209 -1	-0.5%	-$316	0.02%	209
2020 Q4	$64K	Hold	210	–	–	0.02%	184
2020 Q3	$58K	Sell	210 -97	-32%	-$26.5K	0.02%	179
2020 Q2	$79K	Hold	307	–	–	0.04%	148
2020 Q1	$67K	Buy	307 +95	+45%	+$25.2K	0.04%	139
2019 Q4	$60K	Hold	212	–	–	0.03%	142
2019 Q3	$57K	Sell	212 -12	-5%	-$3.2K	0.04%	138
2019 Q2	$60K	Hold	224	–	–	0.04%	112
2019 Q1	$58K	Hold	224	–	–	0.05%	105
2018 Q4	$52K	Buy	+224	New	+$55.9K	0.05%	110

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

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

Larson Financial Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 17% in Q2 2026, selling an estimated $347K and leaving 3,404 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #271.

Larson Financial Group first reported a position in DIA in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.94M in Q4 2025. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Larson Financial Group held 3,404 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.78M as of Q2 2026.
Larson Financial Group sold 695 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $347K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Larson Financial Group's portfolio in Q2 2026, its #271 holding.
Larson Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 31 quarters since.
Larson Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.94M in Q4 2025.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.