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

Peak Planning 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 		$717K Sell
1,373
-40
-3% -$20K 0.16% 62
2026
Q1 		$655K Sell
1,413
-16
-1% -$7.75K 0.18% 62
2025
Q4 		$687K Sell
1,429
-6
-0.4% -$2.84K 0.19% 64
2025
Q3 		$665K Sell
1,435
-15
-1% -$6.76K 0.35% 36
2025
Q2 		$639K Sell
1,450
-84
-5% -$34.9K 0.41% 35
2025
Q1 		$644K Sell
1,534
-817
-35% -$353K 0.27% 60
2024
Q4 		$1M Sell
2,351
-110
-4% -$47.6K 0.42% 43
2024
Q3 		$1.04M Sell
2,461
-881
-26% -$358K 0.46% 41
2024
Q2 		$1.31M Sell
3,342
-495
-13% -$192K 0.64% 28
2024
Q1 		$1.53M Sell
3,837
-330
-8% -$127K 0.96% 24
2023
Q4 		$1.57M Sell
4,167
-565
-12% -$197K 1.13% 19
2023
Q3 		$1.59M Sell
4,732
-343
-7% -$119K 1.24% 19
2023
Q2 		$1.74M Sell
5,075
-256
-5% -$86.2K 1.3% 16
2023
Q1 		$1.77M Buy
5,331
+286
+6% +$95K 1.44% 18
2022
Q4 		$1.67M Buy
5,045
+4,062
+413% +$1.32M 1.47% 18
2022
Q3 		$282K Buy
+983
New +$312K 0.26% 66

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peak Planning Group's DIA Position: Q2 2026 in Review

Peak Planning Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.8% in Q2 2026, selling an estimated $20K and leaving 1,373 shares worth $717K. The position accounts for 0.16% of the portfolio, ranked #62.

Peak Planning Group first reported a position in DIA in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.77M in Q1 2023. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Peak Planning Group held 1,373 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $717K as of Q2 2026.
  • Peak Planning Group sold 40 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $20K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Peak Planning Group's portfolio in Q2 2026, its #62 holding.
  • Peak Planning Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 16 quarters since.
  • Peak Planning Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.77M in Q1 2023.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.