MGIA
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Moneta Group Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Moneta Group Investment 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 		$9.09M Sell
17,401
-272
-2% -$136K 0.07% 125
2026
Q1 		$8.19M Buy
17,673
+3,548
+25% +$1.72M 0.06% 119
2025
Q4 		$6.79M Buy
14,125
+1,162
+9% +$550K 0.05% 136
2025
Q3 		$6.01M Buy
12,963
+1,470
+13% +$663K 0.05% 145
2025
Q2 		$5.06M Buy
11,493
+63
+0.6% +$26.1K 0.06% 136
2025
Q1 		$4.8M Buy
11,430
+3
+0% +$1.3K 0.07% 134
2024
Q4 		$4.86M Buy
11,427
+3
+0% +$1.3K 0.07% 131
2024
Q3 		$4.83M Sell
11,424
-42
-0.4% -$17.1K 0.07% 129
2024
Q2 		$4.48M Sell
11,466
-554
-5% -$215K 0.07% 132
2024
Q1 		$4.78M Buy
12,020
+774
+7% +$298K 0.08% 128
2023
Q4 		$4.24M Buy
11,246
+1,401
+14% +$490K 0.08% 122
2023
Q3 		$3.3M Sell
9,845
-40
-0.4% -$13.9K 0.07% 130
2023
Q2 		$3.4M Sell
9,885
-23
-0.2% -$7.74K 0.08% 129
2023
Q1 		$3.3M Buy
9,908
+299
+3% +$99.3K 0.08% 130
2022
Q4 		$3.27M Sell
9,609
-311
-3% -$101K 0.09% 120
2022
Q3 		$2.85M Sell
9,920
-648
-6% -$206K 0.11% 119
2022
Q2 		$3.25M Buy
10,568
+739
+8% +$242K 0.11% 115
2022
Q1 		$3.41M Buy
9,829
+501
+5% +$174K 0.13% 100
2021
Q4 		$3.39M Buy
9,328
+2
+0% +$711 0.14% 102
2021
Q3 		$3.15M Sell
9,326
-174
-2% -$60.8K 0.15% 100
2021
Q2 		$3.28M Sell
9,500
-22
-0.2% -$7.51K 0.15% 103
2021
Q1 		$3.14M Buy
9,522
+4,604
+94% +$1.45M 0.17% 97
2020
Q4 		$1.5M Buy
4,918
+3,444
+234% +$1M 0.11% 116
2020
Q3 		$409K Sell
1,474
-399
-21% -$109K 0.04% 189
2020
Q2 		$483K Sell
1,873
-61
-3% -$15K 0.05% 163
2020
Q1 		$424K Sell
1,934
-1,086
-36% -$288K 0.04% 167
2019
Q4 		$861K Buy
3,020
+44
+1% +$12.1K 0.07% 129
2019
Q3 		$801K Buy
+2,976
New +$794K 0.07% 136
2018
Q4 		– Sell
-446
Closed -$118K – 219
2018
Q3 		$118K Buy
446
+374
+519% +$95.7K 0.01% 227
2018
Q2 		$18K Buy
+72
New +$17.7K ﹤0.01% 362

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

Moneta Group Investment Advisors's DIA Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.5% in Q2 2026, selling an estimated $136K and leaving 17,401 shares worth $9.09M. The position accounts for 0.07% of the portfolio, ranked #125.

Moneta Group Investment Advisors first reported a position in DIA in Q2 2018 and has held it in 30 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Moneta Group Investment Advisors held 17,401 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.09M as of Q2 2026.
  • Moneta Group Investment Advisors sold 272 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $136K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #125 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2018 and has held it in 30 quarters since.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.