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

Pettinga 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	$14M	Sell	26,745 -287	-1%	-$143K	2.24%	14
2026 Q1	$12.5M	Sell	27,032 -733	-3%	-$355K	2.36%	13
2025 Q4	$13.3M	Buy	27,765 +1,297	+5%	+$614K	2.53%	11
2025 Q3	$12.3M	Buy	26,468 +2,219	+9%	+$1M	2.39%	12
2025 Q2	$10.7M	Buy	24,249 +6,075	+33%	+$2.52M	2.34%	12
2025 Q1	$7.63M	Sell	18,174 -704	-4%	-$304K	1.79%	17
2024 Q4	$8.03M	Buy	18,878 +4,432	+31%	+$1.92M	1.82%	17
2024 Q3	$6.11M	Buy	14,446 +2,791	+24%	+$1.13M	1.45%	21
2024 Q2	$4.56M	Buy	11,655 +880	+8%	+$342K	1.14%	23
2024 Q1	$4.29M	Sell	10,775 -2,704	-20%	-$1.04M	1.09%	25
2023 Q4	$5.08M	Sell	13,479 -375	-3%	-$131K	1.36%	21
2023 Q3	$4.64M	Buy	13,854 +480	+4%	+$166K	1.4%	21
2023 Q2	$4.6M	Buy	13,374 +1,604	+14%	+$540K	1.36%	20
2023 Q1	$3.91M	Sell	11,770 -245	-2%	-$81.4K	1.22%	22
2022 Q4	$3.98M	Sell	12,015 -3,070	-20%	-$998K	1.3%	19
2022 Q3	$4.33M	Sell	15,085 -1,747	-10%	-$555K	1.49%	18
2022 Q2	$5.18M	Sell	16,832 -2,840	-14%	-$929K	1.55%	19
2022 Q1	$6.82M	Buy	19,672 +1,345	+7%	+$467K	1.71%	16
2021 Q4	$6.66M	Buy	18,327 +1,610	+10%	+$572K	1.62%	17
2021 Q3	$5.66M	Sell	16,717 -4,075	-20%	-$1.42M	1.44%	19
2021 Q2	$7.17M	Sell	20,792 -4,478	-18%	-$1.53M	1.92%	17
2021 Q1	$8.34M	Buy	25,270 +7,846	+45%	+$2.48M	2.43%	13
2020 Q4	$5.33M	Sell	17,424 -4,698	-21%	-$1.37M	1.91%	15
2020 Q3	$6.14M	Buy	22,122 +14,212	+180%	+$3.88M	2.6%	12
2020 Q2	$2.04M	Sell	7,910 -423	-5%	-$104K	0.99%	24
2020 Q1	$1.83M	Sell	8,333 -1,115	-12%	-$296K	1.23%	19
2019 Q4	$2.69M	Sell	9,448 -12	-0.1%	-$3.31K	1.44%	17
2019 Q3	$2.55M	Buy	9,460 +60	+0.6%	+$16K	1.37%	16
2019 Q2	$2.5M	Sell	9,400 -75	-0.8%	-$19.6K	1.3%	17
2019 Q1	$2.46M	Sell	9,475 -1,750	-16%	-$440K	1.31%	16
2018 Q4	$2.62M	Buy	+11,225	New	+$2.8M	1.72%	15

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

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

Pettinga Financial Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.1% in Q2 2026, selling an estimated $143K and leaving 26,745 shares worth $14M. The position accounts for 2.24% of the portfolio, ranked #14.

Pettinga Financial Advisors first reported a position in DIA in Q4 2018 and has held it in 31 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Pettinga Financial Advisors held 26,745 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $14M as of Q2 2026.
Pettinga Financial Advisors sold 287 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $143K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.24% of Pettinga Financial Advisors's portfolio in Q2 2026, its #14 holding.
Pettinga Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 31 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 Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.