Second Half Financial Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Second Half Financial Partners’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	$2.38M	Sell	4,557 -32	-0.7%	-$16K	0.98%	16
2026 Q1	$2.13M	Sell	4,589 -59	-1%	-$28.6K	0.96%	15
2025 Q4	$2.23M	Sell	4,648 -41	-0.9%	-$19.4K	0.99%	13
2025 Q3	$2.17M	Sell	4,689 -13	-0.3%	-$5.86K	0.96%	15
2025 Q2	$2.07M	Sell	4,702 -43	-0.9%	-$17.8K	0.98%	15
2025 Q1	$1.99M	Sell	4,745 -85	-2%	-$36.8K	0.99%	18
2024 Q4	$2.06M	Sell	4,830 -45	-0.9%	-$19.5K	1%	23
2024 Q3	$2.06M	Sell	4,875 -6	-0.1%	-$2.44K	1.09%	29
2024 Q2	$1.91M	Sell	4,881 -105	-2%	-$40.8K	1.53%	18
2024 Q1	$1.98M	Sell	4,986 -158	-3%	-$60.9K	0.88%	35
2023 Q4	$1.94M	Sell	5,144 -64	-1%	-$22.4K	0.96%	27
2023 Q3	$1.74M	Sell	5,208 -20,637	-80%	-$7.16M	0.87%	19
2023 Q2	$8.89M	Buy	25,845 +20,395	+374%	+$6.86M	2.03%	9
2023 Q1	$1.81M	Sell	5,450 -55	-1%	-$18.3K	1.08%	16
2022 Q4	$1.88M	Sell	5,505 -102	-2%	-$33.2K	1.22%	20
2022 Q3	$1.61M	Sell	5,607 -628	-10%	-$200K	2%	15
2022 Q2	$2.06M	Hold	6,235	–	–	1.58%	30
2022 Q1	$2.06M	Buy	+6,235	New	+$2.16M	1.58%	30

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

Second Half Financial Partners's DIA Position: Q2 2026 in Review

Second Half Financial Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.7% in Q2 2026, selling an estimated $16K and leaving 4,557 shares worth $2.38M. The position accounts for 0.98% of the portfolio, ranked #16.

Second Half Financial Partners first reported a position in DIA in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.89M in Q2 2023. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Second Half Financial Partners held 4,557 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.38M as of Q2 2026.
Second Half Financial Partners sold 32 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $16K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.98% of Second Half Financial Partners's portfolio in Q2 2026, its #16 holding.
Second Half Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 18 quarters since.
Second Half Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.89M in Q2 2023.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.