PFG Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

PFG Investments’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	$2.92M	Sell	5,583 -442	-7%	-$221K	0.11%	155
2026 Q1	$2.79M	Buy	6,025 +1,586	+36%	+$768K	0.13%	144
2025 Q4	$2.13M	Buy	4,439 +57	+1%	+$27K	0.1%	181
2025 Q3	$2.03M	Sell	4,382 -252	-5%	-$114K	0.11%	180
2025 Q2	$2.04M	Sell	4,634 -404	-8%	-$168K	0.12%	160
2025 Q1	$2.12M	Buy	5,038 +100	+2%	+$43.2K	0.14%	146
2024 Q4	$2.1M	Buy	4,938 +543	+12%	+$235K	0.13%	148
2024 Q3	$1.86M	Buy	4,395 +1,552	+55%	+$631K	0.12%	169
2024 Q2	$1.11M	Buy	2,843 +284	+11%	+$110K	0.08%	239
2024 Q1	$1.02M	Buy	+2,559	New	+$986K	0.06%	330

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

PFG Investments's DIA Position: Q2 2026 in Review

PFG Investments reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.3% in Q2 2026, selling an estimated $221K and leaving 5,583 shares worth $2.92M. The position accounts for 0.11% of the portfolio, ranked #155.

PFG Investments first reported a position in DIA in Q1 2024 and has held it in 10 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

PFG Investments held 5,583 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.92M as of Q2 2026.
PFG Investments sold 442 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $221K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of PFG Investments's portfolio in Q2 2026, its #155 holding.
PFG Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 10 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 PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.