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 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

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 Solution's DIA Position: Q1 2026 in Review

Retirement Solution opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026: 1,225 shares worth $567K. The stake represents 0.13% of the portfolio and ranks #23 among its holdings. This is a return to the name: Retirement Solution previously reported a position in DIA as recently as Q1 2025.

Retirement Solution first reported a position in DIA in Q3 2024 and has held it in 3 quarters since. The position peaked at $742K in Q3 2024. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Retirement Solution held 1,225 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $567K as of Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Retirement Solution position in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Retirement Solution's portfolio in Q1 2026, its #23 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 3 quarters since.
Retirement Solution's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $742K in Q3 2024.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.