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

LPL 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
2025 Q1	–	Sell	-34,300	Closed	-$14.6M	–	5400
2024 Q4	$14.6M	Buy	+34,300	New	+$14.8M	0.01%	1271
2024 Q3	–	Sell	-91,500	Closed	-$35.8M	–	5202
2024 Q2	$35.8M	Buy	+91,500	New	+$35.5M	0.02%	700

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

LPL Financial's DIA Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.7% in Q2 2026, buying an estimated $21.7M and bringing the position to 1,667,199 shares worth $871M. The position accounts for 0.2% of the portfolio, ranked #104.

LPL Financial first reported a position in DIA in Q2 2013 and has held it in 53 quarters since. 1,448 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

LPL Financial held 1,667,199 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $871M as of Q2 2026.
LPL Financial bought 43,364 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $21.7M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.2% of LPL Financial's portfolio in Q2 2026, its #104 holding.
LPL Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 53 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.