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

Nalls Sherbakoff 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	$62.7K	Hold	120	–	–	0.04%	166
2026 Q1	$55.6K	Hold	120	–	–	0.04%	183
2025 Q4	$57.7K	Hold	120	–	–	0.04%	185
2025 Q3	$55.6K	Hold	120	–	–	0.04%	199
2025 Q2	$52.9K	Hold	120	–	–	0.04%	194
2025 Q1	$50.4K	Buy	+120	New	+$51.9K	0.04%	185
2023 Q4	$15.1K	Hold	40	–	–	0.01%	253
2023 Q3	$13.4K	Hold	40	–	–	0.01%	251
2023 Q2	$13.2K	Hold	40	–	–	0.01%	253
2023 Q1	$13.1K	Buy	+40	New	+$13.3K	0.01%	260
2018 Q4	$9K	Buy	+40	New	+$9.98K	0.01%	273

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

Nalls Sherbakoff Group's DIA Position: Q2 2026 in Review

Nalls Sherbakoff Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 120 shares worth $62.7K. The position accounts for 0.04% of the portfolio, ranked #166.

Nalls Sherbakoff Group first reported a position in DIA in Q4 2018 and has held it in 11 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Nalls Sherbakoff Group held 120 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $62.7K as of Q2 2026.
Nalls Sherbakoff Group 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 0.04% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #166 holding.
Nalls Sherbakoff Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 11 quarters since.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.