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

Prosperity Planning’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	$415K	Hold	794	–	–	0.1%	85
2026 Q1	$368K	Hold	794	–	–	0.09%	88
2025 Q4	$382K	Sell	794 -10	-1%	-$4.73K	0.1%	84
2025 Q3	$373K	Hold	804	–	–	0.1%	84
2025 Q2	$354K	Hold	804	–	–	0.1%	83
2025 Q1	$338K	Sell	804 -8	-1%	-$3.46K	0.11%	82
2024 Q4	$346K	Buy	812 +2	+0.2%	+$866	0.11%	81
2024 Q3	$343K	Buy	810 +5	+0.6%	+$2.03K	0.11%	84
2024 Q2	$315K	Buy	805 +10	+1%	+$3.88K	0.11%	86
2024 Q1	$316K	Hold	795	–	–	0.11%	79
2023 Q4	$300K	Hold	795	–	–	0.11%	80
2023 Q3	$266K	Hold	795	–	–	0.11%	76
2023 Q2	$273K	Buy	795 +13	+2%	+$4.38K	0.11%	77
2023 Q1	$260K	Buy	+782	New	+$260K	0.11%	76
2022 Q4	–	Sell	-782	Closed	-$225K	–	78
2022 Q3	$225K	Hold	782	–	–	0.12%	77
2022 Q2	$241K	Hold	782	–	–	0.12%	67
2022 Q1	$271K	Hold	782	–	–	0.13%	65
2021 Q4	$284K	Buy	782 +12	+2%	+$4.26K	0.14%	62
2021 Q3	$260K	Hold	770	–	–	0.14%	68
2021 Q2	$266K	Hold	770	–	–	0.17%	65
2021 Q1	$254K	Hold	770	–	–	0.18%	66
2020 Q4	$235K	Buy	+770	New	+$224K	0.2%	63

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 Planning's DIA Position: Q2 2026 in Review

Prosperity Planning held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 794 shares worth $415K. The position accounts for 0.1% of the portfolio, ranked #85.

Prosperity Planning first reported a position in DIA in Q4 2020 and has held it in 22 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Prosperity Planning held 794 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $415K as of Q2 2026.
Prosperity Planning left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Prosperity Planning's portfolio in Q2 2026, its #85 holding.
Prosperity Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 22 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 Planning's 13F filing for Q2 2026, filed 10 Jul 2026.