Prepared Retirement Institute’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Prepared Retirement Institute’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	$225K	Buy	+430	New	+$215K	0.1%	91
2026 Q1	–	Sell	-430	Closed	-$207K	–	80
2025 Q4	$207K	Buy	+430	New	+$203K	0.1%	80

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

Prepared Retirement Institute's DIA Position: Q2 2026 in Review

Prepared Retirement Institute opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 430 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #91 among its holdings. This is a return to the name: Prepared Retirement Institute previously reported a position in DIA as recently as Q4 2025.

Prepared Retirement Institute first reported a position in DIA in Q4 2025 and has held it in 2 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Prepared Retirement Institute held 430 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $225K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Prepared Retirement Institute position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Prepared Retirement Institute's portfolio in Q2 2026, its #91 holding.
Prepared Retirement Institute 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.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.