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

Opulen 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	$226K	Buy	+433	New	+$216K	0.14%	109
2026 Q1	–	Sell	-435	Closed	-$209K	–	115
2025 Q4	$209K	Buy	435 +2	+0.5%	+$946	0.15%	106
2025 Q3	$201K	Buy	+433	New	+$195K	0.15%	106

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

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

Opulen Financial Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 433 shares worth $226K. The stake represents 0.14% of the portfolio and ranks #109 among its holdings. This is a return to the name: Opulen Financial Group previously reported a position in DIA as recently as Q4 2025.

Opulen Financial Group first reported a position in DIA in Q3 2025 and has held it in 3 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Opulen Financial Group held 433 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $226K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Opulen Financial Group position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of Opulen Financial Group's portfolio in Q2 2026, its #109 holding.
Opulen Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 3 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.