Phillips Wealth Planners
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Phillips Wealth Planners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Phillips Wealth Planners’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
Q3 		$949K Buy
+1,814
New +$955K 0.67% 42
2024
Q1 		– Sell
-783
Closed -$293K – 177
2023
Q4 		$293K Buy
+783
New +$274K 0.35% 100

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Phillips Wealth Planners's DIA Position: Q3 2026 in Review

Phillips Wealth Planners opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026: 1,814 shares worth $949K. The stake represents 0.67% of the portfolio and ranks #42 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in DIA as recently as Q4 2023.

Phillips Wealth Planners first reported a position in DIA in Q4 2023 and has held it in 2 quarters since. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Phillips Wealth Planners held 1,814 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $949K as of Q3 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Phillips Wealth Planners position in Q3 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.67% of Phillips Wealth Planners's portfolio in Q3 2026, its #42 holding.
  • Phillips Wealth Planners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 2 quarters since.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Phillips Wealth Planners's 13F filing for Q3 2026, filed 12 Nov 2026.