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

Resonant Capital 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	$1.73M	Hold	3,300	–	–	0.08%	147
2026 Q1	$1.53M	Hold	3,300	–	–	0.08%	146
2025 Q4	$1.59M	Hold	3,300	–	–	0.09%	130
2025 Q3	$1.53M	Hold	3,300	–	–	0.09%	135
2025 Q2	$1.46M	Hold	3,300	–	–	0.09%	131
2025 Q1	$1.39M	Hold	3,300	–	–	0.1%	131
2024 Q4	$1.41M	Hold	3,300	–	–	0.1%	127
2024 Q3	$1.4M	Hold	3,300	–	–	0.1%	131
2024 Q2	$1.29M	Hold	3,300	–	–	0.11%	129
2024 Q1	$1.32M	Hold	3,300	–	–	0.11%	129
2023 Q4	$1.25M	Hold	3,300	–	–	0.12%	128
2023 Q3	$1.11M	Hold	3,300	–	–	0.12%	121
2023 Q2	$1.14M	Hold	3,300	–	–	0.12%	119
2023 Q1	$1.1M	Hold	3,300	–	–	0.12%	117
2022 Q4	$1.1M	Hold	3,300	–	–	0.14%	113
2022 Q3	$951K	Hold	3,300	–	–	0.14%	112
2022 Q2	$1.02M	Hold	3,300	–	–	0.16%	104
2022 Q1	$1.15M	Hold	3,300	–	–	0.17%	98
2021 Q4	$1.2M	Hold	3,300	–	–	0.18%	90
2021 Q3	$1.12M	Hold	3,300	–	–	0.2%	88
2021 Q2	$1.14M	Hold	3,300	–	–	0.22%	85
2021 Q1	$1.09M	Hold	3,300	–	–	0.22%	81
2020 Q4	$1.01M	Hold	3,300	–	–	0.24%	82
2020 Q3	$918K	Hold	3,300	–	–	0.26%	78
2020 Q2	$851K	Sell	3,300 -200	-6%	-$49.2K	0.25%	85
2020 Q1	$767K	Sell	3,500 -604	-15%	-$160K	0.28%	97
2019 Q4	$1.17M	Buy	+4,104	New	+$1.13M	0.37%	86

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

Resonant Capital Advisors's DIA Position: Q2 2026 in Review

Resonant Capital Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 3,300 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #147.

Resonant Capital Advisors first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Resonant Capital Advisors held 3,300 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.73M as of Q2 2026.
Resonant Capital Advisors 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 0.08% of Resonant Capital Advisors's portfolio in Q2 2026, its #147 holding.
Resonant Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 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 Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.