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

Merit 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 		$8.36M Sell
16,002
-2,774
-15% -$1.39M 0.05% 299
2026
Q1 		$8.7M Sell
18,776
-5,696
-23% -$2.76M 0.06% 255
2025
Q4 		$11.8M Buy
24,472
+797
+3% +$377K 0.09% 178
2025
Q3 		$11M Buy
23,675
+334
+1% +$151K 0.1% 164
2025
Q2 		$10.3M Buy
23,341
+18,271
+360% +$7.58M 0.11% 144
2025
Q1 		$2.13M Buy
5,070
+105
+2% +$45.4K 0.03% 406
2024
Q4 		$2.11M Buy
4,965
+287
+6% +$124K 0.04% 345
2024
Q3 		$1.98M Buy
4,678
+2,982
+176% +$1.21M 0.04% 274
2024
Q2 		$663K Sell
1,696
-117
-6% -$45.4K 0.01% 515
2024
Q1 		$701K Sell
1,813
-381
-17% -$147K 0.02% 496
2023
Q4 		$827K Sell
2,194
-1,673
-43% -$585K 0.03% 361
2023
Q3 		$1.3M Buy
3,867
+991
+34% +$344K 0.04% 279
2023
Q2 		$989K Buy
2,876
+2,158
+301% +$726K 0.03% 340
2023
Q1 		$239K Sell
718
-1,153
-62% -$383K 0.01% 558
2022
Q4 		$620K Buy
1,871
+800
+75% +$260K 0.02% 381
2022
Q3 		$308K Buy
1,071
+34
+3% +$10.8K 0.01% 431
2022
Q2 		$319K Sell
1,037
-1,473
-59% -$482K 0.01% 437
2022
Q1 		$870K Buy
+2,510
New +$871K 0.05% 165

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

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

Merit Financial Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 15% in Q2 2026, selling an estimated $1.39M and leaving 16,002 shares worth $8.36M. The position accounts for 0.05% of the portfolio, ranked #299.

Merit Financial Group first reported a position in DIA in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.8M in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Merit Financial Group held 16,002 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.36M as of Q2 2026.
  • Merit Financial Group sold 2,774 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.39M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #299 holding.
  • Merit Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11.8M in Q4 2025.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.