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

Prosperity Financial Group’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	$222K	Buy	+425	New	+$212K	0.07%	177
2026 Q1	–	Sell	-425	Closed	-$204K	–	189
2025 Q4	$204K	Buy	+425	New	+$201K	0.07%	173

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

Prosperity Financial Group's DIA Position: Q2 2026 in Review

Prosperity Financial Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 425 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #177 among its holdings. This is a return to the name: Prosperity Financial Group previously reported a position in DIA as recently as Q4 2025.

Prosperity Financial Group first reported a position in DIA in Q4 2025 and has held it in 2 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Prosperity Financial Group held 425 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $222K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Prosperity Financial Group position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Prosperity Financial Group's portfolio in Q2 2026, its #177 holding.
Prosperity Financial Group 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.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.