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

Plotkin 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	$202K	Buy	+386	New	+$193K	0.08%	109
2022 Q2	–	Sell	-714	Closed	-$248K	–	70
2022 Q1	$248K	Sell	714 -5	-0.7%	-$1.73K	0.17%	68
2021 Q4	$261K	Buy	+719	New	+$255K	0.17%	71

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

Plotkin Financial Advisors's DIA Position: Q2 2026 in Review

Plotkin Financial Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 386 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #109 among its holdings. This is a return to the name: Plotkin Financial Advisors previously reported a position in DIA as recently as Q1 2022.

Plotkin Financial Advisors first reported a position in DIA in Q4 2021 and has held it in 3 quarters since. The position peaked at $261K in Q4 2021. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Plotkin Financial Advisors held 386 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $202K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Plotkin Financial Advisors position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Plotkin Financial Advisors's portfolio in Q2 2026, its #109 holding.
Plotkin Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 3 quarters since.
Plotkin Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $261K 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 Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.