Marshall Financial Group (Maryland)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Marshall Financial Group (Maryland)’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	$422K	Sell	808 -6	-0.7%	-$3K	0.06%	226
2026 Q1	$377K	Buy	814 +19	+2%	+$9.2K	0.06%	226
2025 Q4	$382K	Hold	795	–	–	0.07%	220
2025 Q3	$369K	Sell	795 -2	-0.3%	-$901	0.07%	196
2025 Q2	$354K	Buy	797 +30	+4%	+$12.4K	0.07%	201
2025 Q1	$322K	Buy	767 +106	+16%	+$45.8K	0.07%	188
2024 Q4	$281K	Hold	661	–	–	0.07%	185
2024 Q3	$280K	Buy	661 +11	+2%	+$4.47K	0.07%	185
2024 Q2	$254K	Hold	650	–	–	0.07%	152
2024 Q1	$259K	Hold	650	–	–	0.07%	156
2023 Q4	$245K	Hold	650	–	–	0.08%	157
2023 Q3	$218K	Hold	650	–	–	0.08%	155
2023 Q2	$224K	Hold	650	–	–	0.08%	161
2023 Q1	$216K	Sell	650 -70	-10%	-$23.3K	0.08%	162
2022 Q4	$239K	Sell	720 -16	-2%	-$5.2K	0.09%	154
2022 Q3	$211K	Sell	736 -6	-0.8%	-$1.91K	0.09%	169
2022 Q2	$228K	Hold	742	–	–	0.09%	169
2022 Q1	$257K	Hold	742	–	–	0.11%	183
2021 Q4	$270K	Sell	742 -25	-3%	-$8.88K	0.1%	190
2021 Q3	$259K	Hold	767	–	–	0.13%	154
2021 Q2	$265K	Hold	767	–	–	0.14%	155
2021 Q1	$253K	Hold	767	–	–	0.15%	120
2020 Q4	$235K	Buy	+767	New	+$223K	0.15%	114

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

Marshall Financial Group (Maryland)'s DIA Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.74% in Q2 2026, selling an estimated $3K and leaving 808 shares worth $422K. The position accounts for 0.06% of the portfolio, ranked #226.

Marshall Financial Group (Maryland) first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Marshall Financial Group (Maryland) held 808 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $422K as of Q2 2026.
Marshall Financial Group (Maryland) sold 6 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #226 holding.
Marshall Financial Group (Maryland) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.