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

Nadler 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	$202K	Buy	+386	New	+$193K	0.02%	144
2026 Q1	–	Sell	-636	Closed	-$306K	–	139
2025 Q4	$306K	Hold	636	–	–	0.03%	109
2025 Q3	$295K	Hold	636	–	–	0.03%	104
2025 Q2	$280K	Hold	636	–	–	0.03%	104
2025 Q1	$267K	Hold	636	–	–	0.03%	102
2024 Q4	$271K	Buy	+636	New	+$275K	0.03%	99
2018 Q4	–	Sell	-1,400	Closed	-$370K	–	85
2018 Q3	$370K	Hold	1,400	–	–	0.1%	56
2018 Q2	$340K	Hold	1,400	–	–	0.1%	61
2018 Q1	$338K	Hold	1,400	–	–	0.1%	59
2017 Q4	$346K	Hold	1,400	–	–	0.11%	62
2017 Q3	$313K	Hold	1,400	–	–	0.1%	63
2017 Q2	$299K	Hold	1,400	–	–	0.1%	62
2017 Q1	$289K	Hold	1,400	–	–	0.1%	65
2016 Q4	$277K	Hold	1,400	–	–	0.1%	67
2016 Q3	$256K	Hold	1,400	–	–	0.1%	67
2016 Q2	$251K	Hold	1,400	–	–	0.11%	67
2016 Q1	$247K	Hold	1,400	–	–	0.11%	69
2015 Q4	$244K	Hold	1,400	–	–	0.11%	73
2015 Q3	$228K	Hold	1,400	–	–	0.11%	70
2015 Q2	$246K	Hold	1,400	–	–	0.12%	70
2015 Q1	$249K	Hold	1,400	–	–	0.12%	70
2014 Q4	$249K	Hold	1,400	–	–	0.13%	70
2014 Q3	$238K	Hold	1,400	–	–	0.14%	64
2014 Q2	$235K	Sell	1,400 -4,226	-75%	-$701K	0.15%	57
2014 Q1	$924K	Hold	5,626	–	–	0.62%	21
2013 Q4	$931K	Hold	5,626	–	–	0.6%	21
2013 Q3	$850K	Hold	5,626	–	–	0.62%	25
2013 Q2	$836K	Buy	+5,626	New	+$840K	0.59%	27

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

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

Nadler Financial Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 386 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #144 among its holdings. This is a return to the name: Nadler Financial Group previously reported a position in DIA as recently as Q4 2025.

Nadler Financial Group first reported a position in DIA in Q2 2013 and has held it in 28 quarters since. The position peaked at $931K in Q4 2013. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Nadler Financial Group held 386 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $202K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Nadler Financial Group position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Nadler Financial Group's portfolio in Q2 2026, its #144 holding.
Nadler Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 28 quarters since.
Nadler Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $931K in Q4 2013.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.