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

Retirement Planning Group (New York)’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	$322K	Buy	615 +1	+0.2%	+$499	0.18%	77
2026 Q1	$285K	Buy	614 +2	+0.3%	+$969	0.18%	73
2025 Q4	$295K	Buy	612 +3	+0.5%	+$1.42K	0.2%	70
2025 Q3	$283K	Buy	+609	New	+$274K	0.21%	72

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 (New York)'s DIA Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.16% in Q2 2026, buying an estimated $499 and bringing the position to 615 shares worth $322K. The position accounts for 0.18% of the portfolio, ranked #77.

Retirement Planning Group (New York) first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 1,448 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Retirement Planning Group (New York) held 615 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $322K as of Q2 2026.
Retirement Planning Group (New York) bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.18% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #77 holding.
Retirement Planning Group (New York) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 quarters since.
1,448 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 (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.