M3 Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

M3 Advisory Group’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	$372K	Sell	713 -140	-16%	-$69.9K	0.19%	90
2026 Q1	$395K	Buy	853 +5	+0.6%	+$2.42K	0.24%	72
2025 Q4	$408K	Sell	848 -19	-2%	-$8.99K	0.25%	73
2025 Q3	$402K	Sell	867 -50	-5%	-$22.5K	0.25%	73
2025 Q2	$404K	Sell	917 -43	-4%	-$17.8K	0.28%	70
2025 Q1	$403K	Sell	960 -729	-43%	-$315K	0.32%	67
2024 Q4	$719K	Buy	1,689 +22	+1%	+$9.52K	0.51%	41
2024 Q3	$705K	Buy	1,667 +70	+4%	+$28.4K	0.52%	42
2024 Q2	$624K	Buy	1,597 +735	+85%	+$285K	0.51%	45
2024 Q1	$343K	Buy	+862	New	+$332K	0.31%	78

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

M3 Advisory Group's DIA Position: Q2 2026 in Review

M3 Advisory Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 16% in Q2 2026, selling an estimated $69.9K and leaving 713 shares worth $372K. The position accounts for 0.19% of the portfolio, ranked #90.

M3 Advisory Group first reported a position in DIA in Q1 2024 and has held it in 10 quarters since. The position peaked at $719K in Q4 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

M3 Advisory Group held 713 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $372K as of Q2 2026.
M3 Advisory Group sold 140 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $69.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.19% of M3 Advisory Group's portfolio in Q2 2026, its #90 holding.
M3 Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 10 quarters since.
M3 Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $719K in Q4 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.