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
2026 Q2	$313K	Buy	+600	New	+$300K	﹤0.01%	5413
2025 Q4	–	Sell	-1,000	Closed	-$464K	–	5917
2025 Q3	$464K	Buy	+1,000	New	+$451K	﹤0.01%	4693
2024 Q4	–	Sell	-8,400	Closed	-$3.55M	–	5322
2024 Q3	$3.55M	Buy	8,400 +1,500	+22%	+$609K	﹤0.01%	2243
2024 Q2	$2.7M	Buy	6,900 +6,825	+9,100%	+$2.65M	﹤0.01%	2344
2024 Q1	$2.98M	Sell	75 -3,525	-98%	-$1.36M	﹤0.01%	2184
2023 Q4	$1.36M	Buy	3,600 +2,600	+260%	+$909K	﹤0.01%	2778
2023 Q3	$335K	Buy	+1,000	New	+$347K	﹤0.01%	3826
2022 Q3	–	Sell	-1,400	Closed	-$431K	–	4441
2022 Q2	$431K	Buy	1,400 +400	+40%	+$131K	﹤0.01%	3332
2022 Q1	$347K	Buy	+1,000	New	+$347K	﹤0.01%	3468
2021 Q4	–	Sell	-1,000	Closed	-$338K	–	4365
2021 Q3	$338K	Sell	1,000 -7,000	-88%	-$2.45M	﹤0.01%	3554
2021 Q2	$2.76M	Buy	+8,000	New	+$2.73M	﹤0.01%	1737
2020 Q2	–	Sell	-4,400	Closed	-$965K	–	3470
2020 Q1	$965K	Buy	4,400 +2,900	+193%	+$770K	﹤0.01%	1629
2019 Q4	$428K	Hold	1,500	–	–	﹤0.01%	2505
2019 Q3	$404K	Buy	1,500 +700	+88%	+$187K	﹤0.01%	2438
2019 Q2	$213K	Buy	+800	New	+$209K	﹤0.01%	2976
2019 Q1	–	Sell	-18,600	Closed	-$4.34M	–	3199
2018 Q4	$4.34M	Buy	+18,600	New	+$4.64M	0.01%	739
2018 Q2	–	Sell	-3,600	Closed	-$869K	–	3227
2018 Q1	$869K	Buy	3,600 +1,400	+64%	+$352K	﹤0.01%	1712
2017 Q4	$544K	Sell	2,200 -1,600	-42%	-$379K	﹤0.01%	1999
2017 Q3	$851K	Buy	+3,800	New	+$832K	﹤0.01%	1550

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.