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

Pacific Sun Financial’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	$447K	Hold	854	–	–	0.18%	144
2026 Q1	$396K	Buy	854 +10	+1%	+$4.84K	0.19%	142
2025 Q4	$406K	Sell	844 -1	-0.1%	-$473	0.2%	138
2025 Q3	$392K	Hold	845	–	–	0.19%	137
2025 Q2	$372K	Hold	845	–	–	0.19%	137
2025 Q1	$355K	Hold	845	–	–	0.2%	139
2024 Q4	$360K	Hold	845	–	–	0.2%	136
2024 Q3	$358K	Sell	845 -100	-11%	-$40.6K	0.2%	135
2024 Q2	$370K	Hold	945	–	–	0.22%	124
2024 Q1	$376K	Hold	945	–	–	0.22%	129
2023 Q4	$356K	Hold	945	–	–	0.22%	121
2023 Q3	$317K	Sell	945 -1	-0.1%	-$347	0.22%	121
2023 Q2	$315K	Buy	+946	New	+$318K	0.21%	128
2022 Q4	$313K	Hold	946	–	–	0.22%	127
2022 Q3	$272K	Hold	946	–	–	0.19%	139
2022 Q2	$291K	Sell	946 -12	-1%	-$3.92K	0.19%	135
2022 Q1	$332K	Buy	958 +50	+6%	+$17.3K	0.18%	135
2021 Q4	$330K	Hold	908	–	–	0.18%	140
2021 Q3	$307K	Buy	+908	New	+$317K	0.18%	134
2020 Q3	$219K	Buy	+790	New	+$216K	0.18%	141

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

Pacific Sun Financial's DIA Position: Q2 2026 in Review

Pacific Sun Financial held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 854 shares worth $447K. The position accounts for 0.18% of the portfolio, ranked #144.

Pacific Sun Financial first reported a position in DIA in Q3 2020 and has held it in 20 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Pacific Sun Financial held 854 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $447K as of Q2 2026.
Pacific Sun Financial 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 0.18% of Pacific Sun Financial's portfolio in Q2 2026, its #144 holding.
Pacific Sun Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 20 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.