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

LBMC Investment 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	$678K	Buy	1,298 +1	+0.1%	+$499	0.04%	139
2026 Q1	$601K	Buy	1,297 +1	+0.1%	+$484	0.04%	140
2025 Q4	$623K	Buy	1,296 +1	+0.1%	+$473	0.04%	126
2025 Q3	$601K	Hold	1,295	–	–	0.04%	132
2025 Q2	$570K	Buy	1,295 +1	+0.1%	+$415	0.04%	117
2025 Q1	$543K	Hold	1,294	–	–	0.04%	115
2024 Q4	$550K	Hold	1,294	–	–	0.04%	110
2024 Q3	$547K	Buy	1,294 +359	+38%	+$146K	0.04%	108
2024 Q2	$366K	Hold	935	–	–	0.03%	123
2024 Q1	$372K	Hold	935	–	–	0.03%	124
2023 Q4	$352K	Hold	935	–	–	0.03%	111
2023 Q3	$308K	Hold	935	–	–	0.03%	119
2023 Q2	$321K	Hold	935	–	–	0.03%	119
2023 Q1	$311K	Hold	935	–	–	0.03%	121
2022 Q4	$310K	Hold	935	–	–	0.03%	116
2022 Q3	$269K	Buy	935 +1	+0.1%	+$318	0.03%	118
2022 Q2	$287K	Buy	934 +2	+0.2%	+$654	0.03%	112
2022 Q1	$323K	Buy	932 +2	+0.2%	+$694	0.03%	116
2021 Q4	$338K	Sell	930 -43,368	-98%	-$15.4M	0.03%	124
2021 Q3	$314K	Buy	44,298 +43,371	+4,679%	+$15.1M	0.03%	120
2021 Q2	$320K	Buy	+927	New	+$316K	0.03%	121

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

LBMC Investment Advisors's DIA Position: Q2 2026 in Review

LBMC Investment Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.08% in Q2 2026, buying an estimated $499 and bringing the position to 1,298 shares worth $678K. The position accounts for 0.04% of the portfolio, ranked #139.

LBMC Investment Advisors first reported a position in DIA in Q2 2021 and has held it in 21 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

LBMC Investment Advisors held 1,298 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $678K as of Q2 2026.
LBMC Investment Advisors bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of LBMC Investment Advisors's portfolio in Q2 2026, its #139 holding.
LBMC Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and has held it in 21 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.