Sage Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sage Financial Group’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	$565K	Hold	1,082	–	–	0.03%	77
2026 Q1	$501K	Hold	1,082	–	–	0.03%	78
2025 Q4	$520K	Buy	1,082 +332	+44%	+$157K	0.03%	74
2025 Q3	$348K	Hold	750	–	–	0.02%	83
2025 Q2	$330K	Hold	750	–	–	0.02%	83
2025 Q1	$315K	Hold	750	–	–	0.03%	85
2024 Q4	$319K	Hold	750	–	–	0.03%	83
2024 Q3	$317K	Hold	750	–	–	0.03%	86
2024 Q2	$293K	Hold	750	–	–	0.03%	88
2024 Q1	$298K	Hold	750	–	–	0.03%	88
2023 Q4	$283K	Buy	750 +40	+6%	+$14K	0.03%	90
2023 Q3	$238K	Hold	710	–	–	0.03%	93
2023 Q2	$244K	Hold	710	–	–	0.03%	92
2023 Q1	$236K	Hold	710	–	–	0.03%	92
2022 Q4	$235K	Hold	710	–	–	0.03%	89
2022 Q3	$204K	Hold	710	–	–	0.03%	88
2022 Q2	$219K	Buy	+710	New	+$232K	0.03%	86

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

Sage Financial Group's DIA Position: Q2 2026 in Review

Sage Financial Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,082 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #77.

Sage Financial Group first reported a position in DIA in Q2 2022 and has held it in 17 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Sage Financial Group held 1,082 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $565K as of Q2 2026.
Sage Financial Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Sage Financial Group's portfolio in Q2 2026, its #77 holding.
Sage Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 17 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.