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

LifeSteps Financial’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 		$104K Buy
+200
New +$99.9K 0.05% 150
2024
Q4 		– Sell
-510
Closed -$216K – 84
2024
Q3 		$216K Buy
+510
New +$207K 0.17% 77
2024
Q2 		– Sell
-510
Closed -$203K – 165
2024
Q1 		$203K Buy
+510
New +$196K 0.15% 83

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LifeSteps Financial's DIA Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 200 shares worth $104K. The stake represents 0.05% of the portfolio and ranks #150 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DIA as recently as Q3 2024.

LifeSteps Financial first reported a position in DIA in Q1 2024 and has held it in 3 quarters since. The position peaked at $216K in Q3 2024. 670 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • LifeSteps Financial held 200 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $104K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new LifeSteps Financial position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #150 holding.
  • LifeSteps Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 3 quarters since.
  • LifeSteps Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $216K in Q3 2024.
  • 670 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.