PDS Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

PDS Planning’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	$389K	Buy	744 +150	+25%	+$74.9K	0.02%	350
2026 Q1	$275K	Buy	594 +1	+0.2%	+$484	0.02%	416
2025 Q4	$285K	Hold	593	–	–	0.02%	398
2025 Q3	$275K	Hold	593	–	–	0.02%	405
2025 Q2	$261K	Buy	593 +1	+0.2%	+$415	0.02%	395
2025 Q1	$249K	Hold	592	–	–	0.02%	372
2024 Q4	$252K	Sell	592 -5	-0.8%	-$2.16K	0.02%	343
2024 Q3	$252K	Buy	597 +1	+0.2%	+$406	0.02%	346
2024 Q2	$233K	Hold	596	–	–	0.02%	324
2024 Q1	$237K	Buy	596 +1	+0.2%	+$385	0.02%	321
2023 Q4	$224K	Buy	+595	New	+$208K	0.03%	303
2023 Q3	–	Sell	-594	Closed	-$204K	–	344
2023 Q2	$204K	Buy	+594	New	+$200K	0.03%	294
2022 Q2	–	Sell	-594	Closed	-$206K	–	227
2022 Q1	$206K	Buy	+594	New	+$206K	0.04%	209

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

PDS Planning's DIA Position: Q2 2026 in Review

PDS Planning increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 25% in Q2 2026, buying an estimated $74.9K and bringing the position to 744 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #350.

PDS Planning first reported a position in DIA in Q1 2022 and has held it in 13 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

PDS Planning held 744 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $389K as of Q2 2026.
PDS Planning bought 150 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $74.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of PDS Planning's portfolio in Q2 2026, its #350 holding.
PDS Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 13 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 PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.