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

Magnus Financial 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 		$1.16M Buy
2,215
+27
+1% +$13.5K 0.08% 151
2026
Q1 		$1.01M Sell
2,188
-3
-0.1% -$1.45K 0.08% 151
2025
Q4 		$1.05M Sell
2,191
-56
-2% -$26.5K 0.08% 168
2025
Q3 		$1.04M Sell
2,247
-54
-2% -$24.3K 0.08% 166
2025
Q2 		$1.01M Sell
2,301
-332
-13% -$138K 0.09% 159
2025
Q1 		$1.11M Sell
2,633
-50
-2% -$21.6K 0.11% 147
2024
Q4 		$1.14M Sell
2,683
-18
-0.7% -$7.79K 0.11% 142
2024
Q3 		$1.14M Sell
2,701
-40
-1% -$16.3K 0.12% 135
2024
Q2 		$1.07M Sell
2,741
-124
-4% -$48.1K 0.12% 129
2024
Q1 		$1.14M Sell
2,865
-222
-7% -$85.5K 0.14% 122
2023
Q4 		$1.16M Buy
3,087
+116
+4% +$40.5K 0.15% 113
2023
Q3 		$995K Sell
2,971
-63
-2% -$21.8K 0.15% 111
2023
Q2 		$1.04M Sell
3,034
-8
-0.3% -$2.69K 0.15% 106
2023
Q1 		$1.01M Sell
3,042
-144
-5% -$47.8K 0.15% 109
2022
Q4 		$1.06M Buy
3,186
+1,338
+72% +$435K 0.17% 102
2022
Q3 		$531K Buy
1,848
+36
+2% +$11.4K 0.1% 141
2022
Q2 		$558K Buy
1,812
+106
+6% +$34.7K 0.1% 142
2022
Q1 		$592K Buy
+1,706
New +$592K 0.1% 145
2019
Q2 		– Sell
-1,718
Closed -$445K – 551
2019
Q1 		$445K Sell
1,718
-170
-9% -$42.8K 0.09% 127
2018
Q4 		$440K Buy
+1,888
New +$471K 0.12% 103

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Magnus Financial Group's DIA Position: Q2 2026 in Review

Magnus Financial Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,215 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #151.

Magnus Financial Group first reported a position in DIA in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.16M in Q4 2023. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Magnus Financial Group held 2,215 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.16M as of Q2 2026.
  • Magnus Financial Group bought 27 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $13.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Magnus Financial Group's portfolio in Q2 2026, its #151 holding.
  • Magnus Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 20 quarters since.
  • Magnus Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.16M in Q4 2023.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.