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

Pinnacle Wealth Planning Services’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	$1.16M	Hold	2,211	–	–	0.11%	105
2026 Q1	$1.02M	Hold	2,211	–	–	0.11%	110
2025 Q4	$1.06M	Buy	2,211 +1	+0%	+$473	0.11%	94
2025 Q3	$1.02M	Sell	2,210 -50	-2%	-$22.5K	0.12%	98
2025 Q2	$996K	Buy	2,260 +350	+18%	+$145K	0.13%	94
2025 Q1	$802K	Buy	1,910 +110	+6%	+$47.6K	0.12%	97
2024 Q4	$766K	Buy	1,800 +1,270	+240%	+$550K	0.12%	101
2024 Q3	$224K	Buy	+530	New	+$215K	0.03%	419
2023 Q1	–	Sell	-19,094	Closed	-$6.33M	–	483
2022 Q4	$6.33M	Hold	19,094	–	–	1.12%	14
2022 Q3	$5.49M	Hold	19,094	–	–	1.01%	18
2022 Q2	$5.88M	Hold	19,094	–	–	1.06%	17
2022 Q1	$6.62M	Buy	19,094 +30	+0.2%	+$10.4K	1.21%	17
2021 Q4	$6.93M	Hold	19,064	–	–	1.35%	16
2021 Q3	$6.45M	Hold	19,064	–	–	1.43%	16
2021 Q2	$6.58M	Hold	19,064	–	–	1.53%	14
2021 Q1	$6.29M	Sell	19,064 -40	-0.2%	-$12.6K	1.61%	13
2020 Q4	$5.84M	Hold	19,104	–	–	1.4%	11
2020 Q3	$5.3M	Hold	19,104	–	–	1.75%	11
2020 Q2	$4.93M	Sell	19,104 -353	-2%	-$86.8K	1.6%	14
2020 Q1	$4.26M	Buy	+19,457	New	+$5.17M	2.03%	8

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 Planning Services's DIA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 2,211 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #105.

Pinnacle Wealth Planning Services first reported a position in DIA in Q1 2020 and has held it in 20 quarters since. The position peaked at $6.93M in Q4 2021. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Pinnacle Wealth Planning Services held 2,211 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.16M as of Q2 2026.
Pinnacle Wealth Planning Services left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #105 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 20 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.93M in Q4 2021.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.