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

Retirement Financial Solutions’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	$13.6M	Buy	25,945 +1,839	+8%	+$918K	3.33%	14
2026 Q1	$11.2M	Sell	24,106 -11,312	-32%	-$5.48M	3.19%	15
2025 Q4	$17M	Buy	35,418 +2,684	+8%	+$1.27M	4.98%	9
2025 Q3	$15.2M	Buy	32,734 +4,420	+16%	+$1.99M	4.75%	8
2025 Q2	$12.5M	Buy	28,314 +6,195	+28%	+$2.57M	4.39%	9
2025 Q1	$9.29M	Buy	+22,119	New	+$9.57M	3.62%	11

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

Retirement Financial Solutions's DIA Position: Q2 2026 in Review

Retirement Financial Solutions increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.6% in Q2 2026, buying an estimated $918K and bringing the position to 25,945 shares worth $13.6M. The position accounts for 3.33% of the portfolio, ranked #14.

Retirement Financial Solutions first reported a position in DIA in Q1 2025 and has held it in 6 quarters since. The position peaked at $17M in Q4 2025. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Retirement Financial Solutions held 25,945 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $13.6M as of Q2 2026.
Retirement Financial Solutions bought 1,839 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $918K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.33% of Retirement Financial Solutions's portfolio in Q2 2026, its #14 holding.
Retirement Financial Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 6 quarters since.
Retirement Financial Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $17M in Q4 2025.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.