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

Sharp Financial Services’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	$253K	Buy	+485	New	+$242K	0.12%	116
2025 Q2	–	Sell	-48,678	Closed	-$20.4M	–	92
2025 Q1	$20.4M	Buy	48,678 +38,272	+368%	+$16.6M	15.65%	1
2024 Q4	$4.43M	Buy	+10,406	New	+$4.5M	3.36%	11
2024 Q2	–	Sell	-9,234	Closed	-$3.67M	–	98
2024 Q1	$3.67M	Buy	9,234 +944	+11%	+$364K	3.42%	13
2023 Q4	$3.12M	Buy	+8,290	New	+$2.9M	3.39%	13

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

Sharp Financial Services's DIA Position: Q2 2026 in Review

Sharp Financial Services opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 485 shares worth $253K. The stake represents 0.12% of the portfolio and ranks #116 among its holdings. This is a return to the name: Sharp Financial Services previously reported a position in DIA as recently as Q1 2025.

Sharp Financial Services first reported a position in DIA in Q4 2023 and has held it in 5 quarters since. The position peaked at $20.4M in Q1 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Sharp Financial Services held 485 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $253K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Sharp Financial Services position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Sharp Financial Services's portfolio in Q2 2026, its #116 holding.
Sharp Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 5 quarters since.
Sharp Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $20.4M in Q1 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.