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
2021 Q1	–	Sell	-300	Closed	-$112K	–	135
2020 Q4	$112K	Buy	+300	New	+$87.3K	0.07%	122

Other funds holding DIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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. 987 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.
987 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.