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
2020 Q3	–	Sell	-1,100	Closed	-$2K	–	746
2020 Q2	$2K	Buy	+1,100	New	+$271K	﹤0.01%	549

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Larson Financial Group's DIA Position: Q1 2026 in Review

Larson Financial Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.4% in Q1 2026, buying an estimated $27.6K and bringing the position to 4,099 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #246.

Larson Financial Group first reported a position in DIA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.94M in Q4 2025. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Larson Financial Group held 4,099 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.9M as of Q1 2026.
Larson Financial Group bought 57 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $27.6K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Larson Financial Group's portfolio in Q1 2026, its #246 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 30 quarters since.
Larson Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.94M in Q4 2025.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.