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

Prospera Financial Services’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	$19.9M	Buy	38,047 +387	+1%	+$193K	0.29%	74
2026 Q1	$17.5M	Buy	37,660 +3,405	+10%	+$1.65M	0.28%	71
2025 Q4	$16.5M	Buy	34,255 +388	+1%	+$184K	0.27%	75
2025 Q3	$15.7M	Buy	33,867 +1,462	+5%	+$659K	0.27%	78
2025 Q2	$14.3M	Buy	32,405 +3,427	+12%	+$1.42M	0.27%	82
2025 Q1	$12.2M	Sell	28,978 -1,676	-5%	-$725K	0.28%	82
2024 Q4	$13M	Sell	30,654 -925	-3%	-$400K	0.3%	76
2024 Q3	$13.4M	Sell	31,579 -8	-0%	-$3.25K	0.34%	63
2024 Q2	$12.4M	Buy	31,587 +2,228	+8%	+$865K	0.34%	62
2024 Q1	$11.7M	Buy	29,359 +3,130	+12%	+$1.21M	0.35%	56
2023 Q4	$9.88M	Sell	26,229 -1,527	-6%	-$534K	0.33%	60
2023 Q3	$9.3M	Buy	27,756 +1,548	+6%	+$537K	0.36%	58
2023 Q2	$9.01M	Sell	26,208 -2,028	-7%	-$683K	0.34%	61
2023 Q1	$9.39M	Buy	28,236 +322	+1%	+$107K	0.39%	48
2022 Q4	$9.25M	Buy	27,914 +1,921	+7%	+$624K	0.46%	40
2022 Q3	$7.47M	Sell	25,993 -4,089	-14%	-$1.3M	0.39%	45
2022 Q2	$9.26M	Sell	30,082 -1,565	-5%	-$512K	0.47%	33
2022 Q1	$11M	Buy	31,647 +6,288	+25%	+$2.18M	0.46%	23
2021 Q4	$9.22M	Buy	25,359 +4,188	+20%	+$1.49M	0.4%	39
2021 Q3	$7.16M	Sell	21,171 -458	-2%	-$160K	0.36%	47
2021 Q2	$7.46M	Buy	21,629 +8,462	+64%	+$2.89M	0.37%	42
2021 Q1	$4.35M	Buy	13,167 +9,801	+291%	+$3.09M	0.26%	82
2020 Q4	$1.03M	Buy	3,366 +2,879	+591%	+$838K	0.07%	289
2020 Q3	$135K	Sell	487 -6,192	-93%	-$1.69M	0.05%	331
2020 Q2	$1.72M	Sell	6,679 -2,518	-27%	-$619K	0.15%	172
2020 Q1	$2.02M	Sell	9,197 -2,289	-20%	-$608K	0.21%	118
2019 Q4	$3.27M	Sell	11,486 -362	-3%	-$99.7K	0.25%	88
2019 Q3	$3.19M	Buy	11,848 +651	+6%	+$174K	0.33%	57
2019 Q2	$2.98M	Sell	11,197 -1,954	-15%	-$510K	0.34%	52
2019 Q1	$3.46M	Buy	13,151 +1,251	+11%	+$315K	1.14%	14
2018 Q4	$2.78M	Sell	11,900 -781	-6%	-$195K	0.56%	29
2018 Q3	$3.15M	Sell	12,681 -1,781	-12%	-$456K	0.59%	23
2018 Q2	$3.52M	Sell	14,462 -1,403	-9%	-$344K	0.48%	36
2018 Q1	$3.84M	Sell	15,865 -2,304	-13%	-$579K	0.54%	27
2017 Q4	$4.53M	Buy	18,169 +4,408	+32%	+$1.04M	0.69%	17
2017 Q3	$3.1M	Buy	13,761 +995	+8%	+$218K	0.47%	36
2017 Q2	$2.72M	Buy	12,766 +2,109	+20%	+$442K	0.44%	43
2017 Q1	$2.2M	Buy	10,657 +3,235	+44%	+$660K	0.4%	50
2016 Q4	$1.47M	Buy	7,422 +4,949	+200%	+$933K	0.29%	62
2016 Q3	$452K	Hold	2,473	–	–	0.09%	197
2016 Q2	$443K	Buy	2,473 +51	+2%	+$9.05K	0.09%	189
2016 Q1	$428K	Sell	2,422 -548	-18%	-$91.3K	0.1%	159
2015 Q4	$517K	Buy	+2,970	New	+$519K	0.11%	126
2015 Q3	–	Sell	-1,796	Closed	-$316K	–	302
2015 Q2	$316K	Hold	1,796	–	–	0.08%	189
2015 Q1	$319K	Buy	1,796 +141	+9%	+$25.1K	0.07%	206
2014 Q4	$294K	Buy	+1,655	New	+$287K	0.07%	209
2014 Q1	–	Sell	-5,809	Closed	-$961K	–	260
2013 Q4	$961K	Buy	+5,809	New	+$913K	0.32%	55
2013 Q3	–	Sell	-4,827	Closed	-$721K	–	250
2013 Q2	$721K	Buy	+4,827	New	+$721K	0.33%	75

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

Prospera Financial Services's DIA Position: Q2 2026 in Review

Prospera Financial Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1% in Q2 2026, buying an estimated $193K and bringing the position to 38,047 shares worth $19.9M. The position accounts for 0.29% of the portfolio, ranked #74.

Prospera Financial Services first reported a position in DIA in Q2 2013 and has held it in 48 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Prospera Financial Services held 38,047 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $19.9M as of Q2 2026.
Prospera Financial Services bought 387 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $193K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.29% of Prospera Financial Services's portfolio in Q2 2026, its #74 holding.
Prospera Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 48 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.