Retirement Planning Group (Kansas)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Retirement Planning Group (Kansas)’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	$360K	Buy	690 +197	+40%	+$98.4K	0.01%	393
2026 Q1	$228K	Buy	+493	New	+$239K	0.01%	455

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 Planning Group (Kansas)'s DIA Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 40% in Q2 2026, buying an estimated $98.4K and bringing the position to 690 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #393.

Retirement Planning Group (Kansas) first reported a position in DIA in Q1 2026 and has held it in 2 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Retirement Planning Group (Kansas) held 690 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $360K as of Q2 2026.
Retirement Planning Group (Kansas) bought 197 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $98.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #393 holding.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2026 and has held it in 2 quarters since.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.