Savvy Advisors Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Savvy Advisors Inc’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	$224K	Sell	428 -409	-49%	-$204K	﹤0.01%	1132
2026 Q1	$388K	Sell	837 -96	-10%	-$46.5K	0.01%	758
2025 Q4	$449K	Buy	+933	New	+$441K	0.01%	608

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

Savvy Advisors Inc's DIA Position: Q2 2026 in Review

Savvy Advisors Inc reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 49% in Q2 2026, selling an estimated $204K and leaving 428 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Savvy Advisors Inc first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. The position peaked at $449K in Q4 2025. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Savvy Advisors Inc held 428 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $224K as of Q2 2026.
Savvy Advisors Inc sold 409 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $204K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1132 holding.
Savvy Advisors Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
Savvy Advisors Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $449K in Q4 2025.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.