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

Narus Financial Partners’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	$366K	Hold	700	–	–	0.09%	132
2026 Q1	$324K	Hold	700	–	–	0.09%	128
2025 Q4	$336K	Sell	700 -250	-26%	-$118K	0.09%	128
2025 Q3	$441K	Hold	950	–	–	0.12%	103
2025 Q2	$419K	Sell	950 -50	-5%	-$20.7K	0.13%	94
2025 Q1	$420K	Sell	1,000 -200	-17%	-$86.5K	0.14%	86
2024 Q4	$511K	Sell	1,200 -115	-9%	-$49.8K	0.17%	79
2024 Q3	$556K	Sell	1,315 -20	-1%	-$8.13K	0.2%	71
2024 Q2	$522K	Sell	1,335 -20	-1%	-$7.76K	0.21%	72
2024 Q1	$539K	Hold	1,355	–	–	0.23%	68
2023 Q4	$511K	Sell	1,355 -25	-2%	-$8.74K	0.25%	68
2023 Q3	$462K	Buy	1,380 +5	+0.4%	+$1.73K	0.24%	66
2023 Q2	$473K	Sell	1,375 -10	-0.7%	-$3.37K	0.24%	66
2023 Q1	$461K	Sell	1,385 -20	-1%	-$6.64K	0.25%	70
2022 Q4	$466K	Buy	1,405 +490	+54%	+$159K	0.27%	67
2022 Q3	$263K	Sell	915 -15	-2%	-$4.77K	0.17%	87
2022 Q2	$286K	Sell	930 -55	-6%	-$18K	0.18%	79
2022 Q1	$342K	Buy	+985	New	+$342K	0.19%	73
2021 Q1	$342K	Buy	+1,035	New	+$327K	0.2%	60

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

Narus Financial Partners's DIA Position: Q2 2026 in Review

Narus Financial Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 700 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #132.

Narus Financial Partners first reported a position in DIA in Q1 2021 and has held it in 19 quarters since. The position peaked at $556K in Q3 2024. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Narus Financial Partners held 700 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $366K as of Q2 2026.
Narus Financial Partners 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 0.09% of Narus Financial Partners's portfolio in Q2 2026, its #132 holding.
Narus Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 19 quarters since.
Narus Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $556K in Q3 2024.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.