Plante Moran Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Plante Moran Financial 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	$286K	Sell	548 -202	-27%	-$101K	0.01%	133
2026 Q1	$347K	Buy	750 +201	+37%	+$97.4K	0.02%	115
2025 Q4	$264K	Sell	549 -24	-4%	-$11.4K	0.02%	143
2025 Q3	$266K	Buy	573 +4	+0.7%	+$1.8K	0.02%	143
2025 Q2	$251K	Hold	569	–	–	0.02%	140
2025 Q1	$239K	Hold	569	–	–	0.02%	153
2024 Q4	$242K	Buy	569 +247	+77%	+$107K	0.02%	153
2024 Q3	$136K	Hold	322	–	–	0.01%	230
2024 Q2	$126K	Hold	322	–	–	0.01%	216
2024 Q1	$128K	Hold	322	–	–	0.01%	217
2023 Q4	$121K	Hold	322	–	–	0.01%	227
2023 Q3	$108K	Hold	322	–	–	0.01%	220
2023 Q2	$111K	Hold	322	–	–	0.01%	223
2023 Q1	$107K	Buy	322 +100	+45%	+$33.2K	0.01%	222
2022 Q4	$73.6K	Hold	222	–	–	0.01%	266
2022 Q3	$64K	Hold	222	–	–	0.01%	275
2022 Q2	$68K	Hold	222	–	–	0.01%	272
2022 Q1	$77K	Sell	222 -42	-16%	-$14.6K	0.01%	265
2021 Q4	$96K	Sell	264 -110	-29%	-$39.1K	0.02%	259
2021 Q3	$127K	Buy	374 +272	+267%	+$95K	0.03%	231
2021 Q2	$35K	Sell	102 -45	-31%	-$15.4K	0.01%	436
2021 Q1	$49K	Buy	+147	New	+$46.4K	0.01%	372
2020 Q2	–	Sell	-100	Closed	-$22K	–	773
2020 Q1	$22K	Buy	+100	New	+$26.6K	0.01%	367
2019 Q4	–	Sell	-4,743	Closed	-$1.28M	–	785
2019 Q3	$1.28M	Sell	4,743 -300	-6%	-$80.1K	0.37%	42
2019 Q2	$1.34M	Hold	5,043	–	–	0.41%	35
2019 Q1	$1.31M	Sell	5,043 -45	-0.9%	-$11.3K	0.4%	36
2018 Q4	$1.19M	Sell	5,088 -895	-15%	-$223K	0.41%	38
2018 Q3	$1.58M	Hold	5,983	–	–	0.51%	25
2018 Q2	$1.45M	Sell	5,983 -300	-5%	-$73.7K	0.74%	24
2018 Q1	$1.52M	Sell	6,283 -360	-5%	-$90.4K	0.82%	21
2017 Q4	$1.64M	Sell	6,643 -300	-4%	-$71.1K	0.91%	17
2017 Q3	$1.55M	Hold	6,943	–	–	0.92%	19
2017 Q2	$1.48M	Hold	6,943	–	–	0.93%	20
2017 Q1	$1.43M	Hold	6,943	–	–	0.86%	22
2016 Q4	$1.37M	Hold	6,943	–	–	0.86%	21
2016 Q3	$1.27M	Hold	6,943	–	–	0.86%	23
2016 Q2	$1.24M	Hold	6,943	–	–	0.9%	25
2016 Q1	$1.23M	Hold	6,943	–	–	0.94%	21
2015 Q4	$1.21M	Hold	6,943	–	–	0.91%	21
2015 Q3	$1.13M	Hold	6,943	–	–	0.89%	25
2015 Q2	$1.22M	Sell	6,943 -500	-7%	-$90K	0.87%	23
2015 Q1	$1.32M	Buy	7,443 +6,943	+1,389%	+$1.24M	0.92%	22
2014 Q4	$89K	Hold	500	–	–	0.07%	196
2014 Q3	$85K	Buy	+500	New	+$84.7K	0.07%	185

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

Plante Moran Financial Advisors's DIA Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 27% in Q2 2026, selling an estimated $101K and leaving 548 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #133.

Plante Moran Financial Advisors first reported a position in DIA in Q3 2014 and has held it in 44 quarters since. The position peaked at $1.64M in Q4 2017. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Plante Moran Financial Advisors held 548 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $286K as of Q2 2026.
Plante Moran Financial Advisors sold 202 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $101K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #133 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2014 and has held it in 44 quarters since.
Plante Moran Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.64M in Q4 2017.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.