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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Retirement Planning Group (New York)'s DIA Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.33% in Q1 2026, buying an estimated $969 and bringing the position to 614 shares worth $285K. The position accounts for 0.18% of the portfolio, ranked #73.

Retirement Planning Group (New York) first reported a position in DIA in Q3 2025 and has held it in 3 quarters since. The position peaked at $295K in Q4 2025. 1,359 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Retirement Planning Group (New York) held 614 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $285K as of Q1 2026.
Retirement Planning Group (New York) bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $969.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.18% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #73 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 3 quarters since.
Retirement Planning Group (New York)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $295K in Q4 2025.
1,359 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.