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Planning Center Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Planning Center Inc’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 		$222K Buy
+425
New +$212K 0.02% 78
2026
Q1 		– Sell
-423
Closed -$203K – 79
2025
Q4 		$203K Buy
+423
New +$200K 0.02% 76

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

Planning Center Inc's DIA Position: Q2 2026 in Review

Planning Center Inc opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 425 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #78 among its holdings. This is a return to the name: Planning Center Inc previously reported a position in DIA as recently as Q4 2025.

Planning Center Inc first reported a position in DIA in Q4 2025 and has held it in 2 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Planning Center Inc held 425 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $222K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Planning Center Inc position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #78 holding.
  • Planning Center Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.