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

Mather 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	$721K	Buy	1,381 +479	+53%	+$239K	0.01%	455
2026 Q1	$418K	Sell	902 -27	-3%	-$13.1K	﹤0.01%	537
2025 Q4	$446K	Hold	929	–	–	﹤0.01%	433
2025 Q3	$431K	Hold	929	–	–	﹤0.01%	431
2025 Q2	$409K	Sell	929 -1	-0.1%	-$415	﹤0.01%	424
2025 Q1	$391K	Buy	930 +94	+11%	+$40.7K	﹤0.01%	428
2024 Q4	$356K	Hold	836	–	–	﹤0.01%	433
2024 Q3	$354K	Sell	836 -45	-5%	-$18.3K	﹤0.01%	429
2024 Q2	$350K	Sell	881 -13	-1%	-$5.05K	﹤0.01%	494
2024 Q1	$337K	Hold	894	–	–	0.01%	412
2023 Q4	$337K	Hold	894	–	–	0.01%	426
2023 Q3	$299K	Buy	894 +311	+53%	+$108K	0.01%	437
2023 Q2	$200K	Buy	+583	New	+$196K	﹤0.01%	552
2023 Q1	–	Sell	-741	Closed	-$246K	–	512
2022 Q4	$246K	Buy	+741	New	+$241K	﹤0.01%	425
2022 Q3	–	Sell	-771	Closed	-$237K	–	472
2022 Q2	$237K	Hold	771	–	–	0.01%	342
2022 Q1	$267K	Buy	+771	New	+$267K	0.01%	366

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

Mather Group's DIA Position: Q2 2026 in Review

Mather Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 53% in Q2 2026, buying an estimated $239K and bringing the position to 1,381 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #455.

Mather Group first reported a position in DIA in Q1 2022 and has held it in 16 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Mather Group held 1,381 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $721K as of Q2 2026.
Mather Group bought 479 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $239K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Mather Group's portfolio in Q2 2026, its #455 holding.
Mather Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 16 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 Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.