Pinnacle Wealth Management Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Pinnacle Wealth Management 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	$508K	Buy	972 +5	+0.5%	+$2.5K	0.24%	72
2026 Q1	$448K	Sell	967 -77	-7%	-$37.3K	0.22%	78
2025 Q4	$502K	Sell	1,044 -18	-2%	-$8.52K	0.25%	67
2025 Q3	$492K	Sell	1,062 -4	-0.4%	-$1.8K	0.25%	61
2025 Q2	$470K	Buy	1,066 +29	+3%	+$12K	0.27%	66
2025 Q1	$435K	Sell	1,037 -66	-6%	-$28.5K	0.3%	61
2024 Q4	$469K	Sell	1,103 -8	-0.7%	-$3.46K	0.29%	61
2024 Q3	$470K	Sell	1,111 -50	-4%	-$20.3K	0.3%	65
2024 Q2	$454K	Buy	1,161 +37	+3%	+$14.4K	0.31%	58
2024 Q1	$447K	Buy	+1,124	New	+$433K	0.33%	60

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

Pinnacle Wealth Management Group's DIA Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.52% in Q2 2026, buying an estimated $2.5K and bringing the position to 972 shares worth $508K. The position accounts for 0.24% of the portfolio, ranked #72.

Pinnacle Wealth Management Group first reported a position in DIA in Q1 2024 and has held it in 10 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Pinnacle Wealth Management Group held 972 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $508K as of Q2 2026.
Pinnacle Wealth Management Group bought 5 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.24% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #72 holding.
Pinnacle Wealth Management Group 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.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.