Retirement Planning Company of New England’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Retirement Planning Company of New England’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	$376K	Hold	720	–	–	0.14%	170
2026 Q1	$333K	Hold	720	–	–	0.14%	175
2025 Q4	$346K	Sell	720 -150	-17%	-$71K	0.14%	168
2025 Q3	$403K	Sell	870 -45	-5%	-$20.3K	0.16%	161
2025 Q2	$403K	Sell	915 -12	-1%	-$4.98K	0.18%	149
2025 Q1	$389K	Buy	927 +21	+2%	+$9.08K	0.19%	143
2024 Q4	$386K	Buy	906 +175	+24%	+$75.8K	0.19%	138
2024 Q3	$309K	Sell	731 -4	-0.5%	-$1.63K	0.15%	163
2024 Q2	$287K	Buy	735 +48	+7%	+$18.6K	0.16%	162
2024 Q1	$273K	Buy	687 +100	+17%	+$38.5K	0.15%	177
2023 Q4	$221K	Buy	+587	New	+$205K	0.1%	204
2023 Q3	–	Sell	-998	Closed	-$343K	–	211
2023 Q2	$343K	Sell	998 -7	-0.7%	-$2.36K	0.2%	140
2023 Q1	$334K	Sell	1,005 -35	-3%	-$11.6K	0.2%	146
2022 Q4	$345K	Hold	1,040	–	–	0.22%	130
2022 Q3	$298K	Buy	1,040 +139	+15%	+$44.2K	0.22%	146
2022 Q2	$277K	Buy	901 +26	+3%	+$8.5K	0.19%	156
2022 Q1	$303K	Buy	875 +1	+0.1%	+$347	0.17%	166
2021 Q4	$317K	Buy	+874	New	+$311K	0.15%	153

Other funds holding DIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Retirement Planning Company of New England's DIA Position: Q2 2026 in Review

Retirement Planning Company of New England held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 720 shares worth $376K. The position accounts for 0.14% of the portfolio, ranked #170.

Retirement Planning Company of New England first reported a position in DIA in Q4 2021 and has held it in 18 quarters since. The position peaked at $403K in Q3 2025. 1,113 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Retirement Planning Company of New England held 720 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $376K as of Q2 2026.
Retirement Planning Company of New England 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 0.14% of Retirement Planning Company of New England's portfolio in Q2 2026, its #170 holding.
Retirement Planning Company of New England first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 18 quarters since.
Retirement Planning Company of New England's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $403K in Q3 2025.
1,113 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.