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

Nations 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 		$19.6M Buy
37,426
+725
+2% +$362K 0.93% 17
2026
Q1 		$17M Buy
36,701
+659
+2% +$319K 0.88% 18
2025
Q4 		$17.3M Buy
36,042
+35,498
+6,525% +$16.8M 0.91% 19
2025
Q3 		$252K Buy
+544
New +$245K 0.02% 624

Other funds holding DIA

AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

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

Nations Financial Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2% in Q2 2026, buying an estimated $362K and bringing the position to 37,426 shares worth $19.6M. The position accounts for 0.93% of the portfolio, ranked #17.

Nations Financial Group first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 445 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Nations Financial Group held 37,426 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $19.6M as of Q2 2026.
  • Nations Financial Group bought 725 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $362K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.93% of Nations Financial Group's portfolio in Q2 2026, its #17 holding.
  • Nations Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.