Lynch Investment Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lynch Investment Planning’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	$5.74M	Buy	10,954 +761	+7%	+$380K	4.41%	9
2026 Q1	$4.73M	Buy	10,193 +1,096	+12%	+$531K	4.25%	9
2025 Q4	$4.38M	Buy	+9,097	New	+$4.3M	4.2%	9

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Lynch Investment Planning's DIA Position: Q2 2026 in Review

Lynch Investment Planning increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.5% in Q2 2026, buying an estimated $380K and bringing the position to 10,954 shares worth $5.74M. The position accounts for 4.41% of the portfolio, ranked #9.

Lynch Investment Planning first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,439 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Lynch Investment Planning held 10,954 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.74M as of Q2 2026.
Lynch Investment Planning bought 761 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $380K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 4.41% of Lynch Investment Planning's portfolio in Q2 2026, its #9 holding.
Lynch Investment Planning 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.
1,439 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.