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

Soltis Investment Advisors’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 		$973K Buy
1,862
+85
+5% +$42.5K 0.05% 247
2026
Q1 		$823K Sell
1,777
-586
-25% -$284K 0.05% 251
2025
Q4 		$1.14M Buy
2,363
+1,642
+228% +$777K 0.07% 204
2025
Q3 		$334K Buy
+721
New +$325K 0.02% 358
2022
Q1 		– Sell
-893
Closed -$324K – 254
2021
Q4 		$324K Buy
+893
New +$317K 0.05% 201

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Soltis Investment Advisors's DIA Position: Q2 2026 in Review

Soltis Investment Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.8% in Q2 2026, buying an estimated $42.5K and bringing the position to 1,862 shares worth $973K. The position accounts for 0.05% of the portfolio, ranked #247.

Soltis Investment Advisors first reported a position in DIA in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.14M in Q4 2025. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Soltis Investment Advisors held 1,862 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $973K as of Q2 2026.
  • Soltis Investment Advisors bought 85 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $42.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Soltis Investment Advisors's portfolio in Q2 2026, its #247 holding.
  • Soltis Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 5 quarters since.
  • Soltis Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.14M in Q4 2025.
  • 984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.