Legacy Edge Advisors
DIA icon

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

Legacy Edge 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
Q3 		$432K Buy
849
+68
+9% +$35.8K 0.04% 156
2026
Q2 		$408K Hold
781
– – 0.04% 160
2026
Q1 		$362K Sell
781
-10
-1% -$4.84K 0.04% 168
2025
Q4 		$380K Hold
791
– – 0.04% 159
2025
Q3 		$367K Hold
791
– – 0.04% 153
2025
Q2 		$349K Buy
+791
New +$328K 0.05% 149

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Legacy Edge Advisors's DIA Position: Q3 2026 in Review

Legacy Edge Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.7% in Q3 2026, buying an estimated $35.8K and bringing the position to 849 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #156.

Legacy Edge Advisors first reported a position in DIA in Q2 2025 and has held it in 6 quarters since. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Legacy Edge Advisors held 849 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $432K as of Q3 2026.
  • Legacy Edge Advisors bought 68 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $35.8K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Legacy Edge Advisors's portfolio in Q3 2026, its #156 holding.
  • Legacy Edge Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 6 quarters since.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.