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

PlanVest Financial’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	$31.3K	Buy	+60	New	+$30K	0.02%	284

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

PlanVest Financial's DIA Position: Q2 2026 in Review

PlanVest Financial opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 60 shares worth $31.3K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings.

1,417 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

PlanVest Financial held 60 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $31.3K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new PlanVest Financial position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #284 holding.
1,417 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.