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

Pinnacle Family 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 		$1.38M Sell
2,647
-74
-3% -$37K 0.58% 35
2026
Q1 		$1.26M Sell
2,721
-2,383
-47% -$1.15M 0.59% 37
2025
Q4 		$2.45M Buy
5,104
+2,274
+80% +$1.08M 1.08% 18
2025
Q3 		$1.31M Sell
2,830
-124
-4% -$55.9K 0.57% 33
2025
Q2 		$1.3M Sell
2,954
-4,017
-58% -$1.67M 0.63% 35
2025
Q1 		$2.93M Buy
6,971
+3,628
+109% +$1.57M 1.59% 18
2024
Q4 		$1.42M Sell
3,343
-9,144
-73% -$3.96M 0.69% 36
2024
Q3 		$5.28M Buy
12,487
+9,297
+291% +$3.78M 2.74% 8
2024
Q2 		$1.25M Sell
3,190
-487
-13% -$189K 0.69% 32
2024
Q1 		$1.46M Sell
3,677
-9,939
-73% -$3.83M 0.78% 28
2023
Q4 		$5.13M Buy
13,616
+10,452
+330% +$3.65M 3.02% 9
2023
Q3 		$1.06M Buy
3,164
+18
+0.6% +$6.24K 0.61% 25
2023
Q2 		$1.08M Sell
3,146
-163
-5% -$54.9K 0.58% 28
2023
Q1 		$1.1M Sell
3,309
-26,024
-89% -$8.65M 0.67% 30
2022
Q4 		$9.72M Buy
29,333
+19,124
+187% +$6.22M 6.94% 3
2022
Q3 		$2.93M Sell
10,209
-847
-8% -$269K 2.54% 11
2022
Q2 		$3.4M Sell
11,056
-9,102
-45% -$2.98M 2.78% 10
2022
Q1 		$6.99M Sell
20,158
-11,064
-35% -$3.84M 3.72% 7
2021
Q4 		$11.3M Buy
+31,222
New +$11.1M 5.14% 8
2020
Q1 		– Sell
-17,400
Closed -$4.96M – 61
2019
Q4 		$4.96M Sell
17,400
-6,030
-26% -$1.66M 4.47% 8
2019
Q3 		$6.31M Sell
23,430
-295
-1% -$78.7K 5.57% 6
2019
Q2 		$6.31M Buy
23,725
+11,315
+91% +$2.95M 5.23% 7
2019
Q1 		$3.22M Buy
12,410
+1,915
+18% +$482K 2.86% 12
2018
Q4 		$2.45M Buy
+10,495
New +$2.62M 1.65% 19
2018
Q3 		– Sell
-37,645
Closed -$9.14M – 64
2018
Q2 		$9.14M Sell
37,645
-20,475
-35% -$5.03M 4.86% 8
2018
Q1 		$14M Sell
58,120
-7,585
-12% -$1.91M 8.01% 2
2017
Q4 		$16.3M Buy
65,705
+3,685
+6% +$873K 7.5% 1
2017
Q3 		$13.9M Buy
62,020
+4,095
+7% +$896K 6.53% 3
2017
Q2 		$12.4M Buy
+57,925
New +$12.2M 6.89% 3
2017
Q1 		– Sell
-12,320
Closed -$2.43M – 60
2016
Q4 		$2.43M Buy
+12,320
New +$2.32M 1.49% 21

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

Pinnacle Family Advisors's DIA Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.7% in Q2 2026, selling an estimated $37K and leaving 2,647 shares worth $1.38M. The position accounts for 0.58% of the portfolio, ranked #35.

Pinnacle Family Advisors first reported a position in DIA in Q4 2016 and has held it in 30 quarters since. The position peaked at $16.3M in Q4 2017. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Pinnacle Family Advisors held 2,647 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.38M as of Q2 2026.
  • Pinnacle Family Advisors sold 74 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $37K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.58% of Pinnacle Family Advisors's portfolio in Q2 2026, its #35 holding.
  • Pinnacle Family Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 30 quarters since.
  • Pinnacle Family Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $16.3M in Q4 2017.
  • 1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.