Plancorp LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Plancorp LLC’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	$855K	Buy	1,630 +635	+64%	+$317K	0.02%	200
2026 Q1	$477K	Buy	995 +3	+0.3%	+$1.45K	0.01%	235
2025 Q4	$477K	Buy	992 +4	+0.4%	+$1.89K	0.01%	222
2025 Q3	$458K	Buy	988 +3	+0.3%	+$1.35K	0.01%	235
2025 Q2	$434K	Buy	985 +4	+0.4%	+$1.66K	0.02%	246
2025 Q1	$412K	Sell	981 -196	-17%	-$84.8K	0.02%	232
2024 Q4	$501K	Buy	1,177 +4	+0.3%	+$1.73K	0.02%	196
2024 Q3	$496K	Buy	1,173 +3	+0.3%	+$1.22K	0.02%	193
2024 Q2	$458K	Buy	1,170 +4	+0.3%	+$1.55K	0.02%	191
2024 Q1	$464K	Buy	1,166 +4	+0.3%	+$1.54K	0.02%	188
2023 Q4	$438K	Buy	1,162 +5	+0.4%	+$1.75K	0.02%	178
2023 Q3	$388K	Buy	1,157 +4	+0.3%	+$1.39K	0.02%	175
2023 Q2	$396K	Buy	1,153 +5	+0.4%	+$1.68K	0.02%	166
2023 Q1	$382K	Buy	1,148 +4	+0.3%	+$1.33K	0.02%	176
2022 Q4	$379K	Buy	1,144 +4	+0.4%	+$1.3K	0.02%	169
2022 Q3	$327K	Buy	1,140 +5	+0.4%	+$1.59K	0.02%	171
2022 Q2	$349K	Buy	1,135 +4	+0.4%	+$1.31K	0.02%	167
2022 Q1	$392K	Buy	1,131 +4	+0.4%	+$1.39K	0.03%	163
2021 Q4	$410K	Buy	1,127 +4	+0.4%	+$1.42K	0.03%	162
2021 Q3	$380K	Buy	1,123 +3	+0.3%	+$1.05K	0.03%	160
2021 Q2	$386K	Buy	1,120 +3	+0.3%	+$1.02K	0.03%	150
2021 Q1	$369K	Buy	1,117 +5	+0.4%	+$1.58K	0.08%	146
2020 Q4	$340K	Buy	1,112 +3	+0.3%	+$873	0.08%	146
2020 Q3	$308K	Buy	1,109 +5	+0.5%	+$1.37K	0.09%	134
2020 Q2	$285K	Buy	1,104 +5	+0.5%	+$1.23K	0.09%	139
2020 Q1	$241K	Buy	1,099 +26	+2%	+$6.91K	0.09%	141
2019 Q4	$306K	Buy	1,073 +35	+3%	+$9.64K	0.09%	146
2019 Q3	$279K	Buy	1,038 +5	+0.5%	+$1.33K	0.11%	141
2019 Q2	$275K	Buy	+1,033	New	+$270K	0.11%	137

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

Plancorp LLC's DIA Position: Q2 2026 in Review

Plancorp LLC increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 64% in Q2 2026, buying an estimated $317K and bringing the position to 1,630 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #200.

Plancorp LLC first reported a position in DIA in Q2 2019 and has held it in 29 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Plancorp LLC held 1,630 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $855K as of Q2 2026.
Plancorp LLC bought 635 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $317K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #200 holding.
Plancorp LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and has held it in 29 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 Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.