Richards, Merrill & Peterson’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Richards, Merrill & Peterson’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	$495K	Buy	948 +260	+38%	+$130K	0.16%	125
2026 Q1	$319K	Hold	688	–	–	0.12%	151
2025 Q4	$331K	Buy	688 +53	+8%	+$25.1K	0.13%	140
2025 Q3	$294K	Hold	635	–	–	0.13%	137
2025 Q2	$280K	Hold	635	–	–	0.13%	136
2025 Q1	$267K	Sell	635 -40	-6%	-$17.3K	0.14%	129
2024 Q4	$287K	Buy	+675	New	+$292K	0.15%	121

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

Richards, Merrill & Peterson's DIA Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 38% in Q2 2026, buying an estimated $130K and bringing the position to 948 shares worth $495K. The position accounts for 0.16% of the portfolio, ranked #125.

Richards, Merrill & Peterson first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Richards, Merrill & Peterson held 948 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $495K as of Q2 2026.
Richards, Merrill & Peterson bought 260 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $130K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #125 holding.
Richards, Merrill & Peterson first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.