MONECO Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

MONECO Advisors’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	$324K	Sell	620 -50	-7%	-$25K	0.02%	454
2026 Q1	$310K	Hold	670	–	–	0.02%	394
2025 Q4	$322K	Hold	670	–	–	0.03%	381
2025 Q3	$311K	Buy	670 +54	+9%	+$24.3K	0.03%	393
2025 Q2	$272K	Buy	+616	New	+$256K	0.03%	402
2025 Q1	–	Sell	-471	Closed	-$200K	–	463
2024 Q4	$200K	Buy	+471	New	+$204K	0.02%	459
2023 Q3	–	Sell	-1,067	Closed	-$367K	–	339
2023 Q2	$367K	Sell	1,067 -213	-17%	-$71.7K	0.1%	219
2023 Q1	$426K	Buy	+1,280	New	+$425K	0.13%	188

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

MONECO Advisors's DIA Position: Q2 2026 in Review

MONECO Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.5% in Q2 2026, selling an estimated $25K and leaving 620 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #454.

MONECO Advisors first reported a position in DIA in Q1 2023 and has held it in 8 quarters since. The position peaked at $426K in Q1 2023. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

MONECO Advisors held 620 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $324K as of Q2 2026.
MONECO Advisors sold 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $25K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #454 holding.
MONECO Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 8 quarters since.
MONECO Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $426K in Q1 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 MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.