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

Northern Financial 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	$4.72M	Sell	9,043 -274	-3%	-$137K	3.12%	8
2026 Q1	$4.32M	Buy	9,317 +1,139	+14%	+$552K	3.15%	6
2025 Q4	$3.93M	Sell	8,178 -2,458	-23%	-$1.16M	4.49%	4
2025 Q3	$4.93M	Sell	10,636 -197	-2%	-$88.8K	2.59%	9
2025 Q2	$4.77M	Sell	10,833 -29	-0.3%	-$12K	3.58%	3
2025 Q1	$4.56M	Buy	10,862 +11	+0.1%	+$4.76K	3.77%	2
2024 Q4	$4.62M	Sell	10,851 -1,340	-11%	-$580K	3.69%	3
2024 Q3	$5.16M	Sell	12,191 -94	-0.8%	-$38.2K	3.91%	2
2024 Q2	$4.81M	Sell	12,285 -2,295	-16%	-$891K	3.85%	2
2024 Q1	$5.8M	Sell	14,580 -949	-6%	-$366K	4.53%	2
2023 Q4	$5.85M	Sell	15,529 -1,977	-11%	-$691K	4.93%	2
2023 Q3	$5.86M	Sell	17,506 -332	-2%	-$115K	5.37%	3
2023 Q2	$6.13M	Sell	17,838 -548	-3%	-$184K	5.4%	3
2023 Q1	$6.12M	Buy	18,386 +789	+4%	+$262K	5.76%	2
2022 Q4	$5.79M	Buy	+17,597	New	+$5.72M	6.55%	2

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

Northern Financial Advisors's DIA Position: Q2 2026 in Review

Northern Financial Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.9% in Q2 2026, selling an estimated $137K and leaving 9,043 shares worth $4.72M. The position accounts for 3.12% of the portfolio, ranked #8.

Northern Financial Advisors first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.13M in Q2 2023. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Northern Financial Advisors held 9,043 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.72M as of Q2 2026.
Northern Financial Advisors sold 274 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $137K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.12% of Northern Financial Advisors's portfolio in Q2 2026, its #8 holding.
Northern Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
Northern Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.13M in Q2 2023.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.