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 Q2	$349K	Buy	791 +10	+1%	+$4.99K	0.05%	149
2026 Q1	$362K	Sell	781 -10	-1%	-$4.84K	0.04%	168
2025 Q4	$380K	Buy	+791	New	+$374K	0.04%	159

Other funds holding DIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Legacy Edge Advisors's DIA Position: Q2 2026 in Review

Legacy Edge Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.3% in Q2 2026, buying an estimated $4.99K and bringing the position to 791 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #149.

Legacy Edge Advisors first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Legacy Edge Advisors held 791 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $349K as of Q2 2026.
Legacy Edge Advisors bought 10 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $4.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #149 holding.
Legacy Edge Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
Legacy Edge Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $380K in Q4 2025.
1,045 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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