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

Mount Yale 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	$720K	Hold	1,377	–	–	0.01%	678
2026 Q1	$639K	Buy	+1,377	New	+$667K	0.01%	637
2025 Q3	–	Sell	-61	Closed	-$27K	–	893
2025 Q2	$27K	Buy	+61	New	+$25.3K	﹤0.01%	979

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

Mount Yale Investment Advisors's DIA Position: Q2 2026 in Review

Mount Yale Investment Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,377 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #678.

Mount Yale Investment Advisors first reported a position in DIA in Q2 2025 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Mount Yale Investment Advisors held 1,377 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $720K as of Q2 2026.
Mount Yale Investment Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #678 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 3 quarters since.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.