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

Retirement Solution’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	$642K	Buy	1,229 +4	+0.3%	+$2K	0.13%	33
2026 Q1	$567K	Buy	+1,225	New	+$593K	0.13%	23
2025 Q2	–	Sell	-669	Closed	-$281K	–	46
2025 Q1	$281K	Buy	+669	New	+$289K	0.08%	26
2024 Q4	–	Sell	-1,754	Closed	-$742K	–	54
2024 Q3	$742K	Buy	+1,754	New	+$713K	0.18%	27

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 Solution's DIA Position: Q2 2026 in Review

Retirement Solution increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.33% in Q2 2026, buying an estimated $2K and bringing the position to 1,229 shares worth $642K. The position accounts for 0.13% of the portfolio, ranked #33.

Retirement Solution first reported a position in DIA in Q3 2024 and has held it in 4 quarters since. The position peaked at $742K in Q3 2024. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Retirement Solution held 1,229 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $642K as of Q2 2026.
Retirement Solution bought 4 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Retirement Solution's portfolio in Q2 2026, its #33 holding.
Retirement Solution first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 4 quarters since.
Retirement Solution's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $742K in Q3 2024.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.