Sound Income Strategies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sound Income Strategies’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	$833K	Sell	1,594 -30	-2%	-$15K	0.04%	227
2026 Q1	$756K	Sell	1,624 -67	-4%	-$32.5K	0.04%	198
2025 Q4	$834K	Buy	1,691 +78	+5%	+$36.9K	0.04%	198
2025 Q3	$748K	Sell	1,613 -2	-0.1%	-$901	0.04%	170
2025 Q2	$712K	Buy	1,615 +505	+45%	+$210K	0.04%	165
2025 Q1	$466K	Buy	1,110 +178	+19%	+$77K	0.03%	189
2024 Q4	$397K	Buy	932 +5	+0.5%	+$2.16K	0.02%	179
2024 Q3	$392K	Sell	927 -5	-0.5%	-$2.03K	0.03%	177
2024 Q2	$365K	Buy	932 +427	+85%	+$166K	0.02%	176
2024 Q1	$201K	Buy	505 +266	+111%	+$102K	0.02%	216
2023 Q4	$90.2K	Buy	239 +202	+546%	+$70.6K	0.01%	304
2023 Q3	$12.4K	Sell	37 -35	-49%	-$12.1K	﹤0.01%	535
2023 Q2	$24.8K	Buy	72 +70	+3,500%	+$23.6K	﹤0.01%	393
2023 Q1	$665	Hold	2	–	–	﹤0.01%	964
2022 Q4	$663	Sell	2 -5	-71%	-$1.63K	﹤0.01%	888
2022 Q3	$2K	Buy	7 +5	+250%	+$1.59K	﹤0.01%	691
2022 Q2	$1K	Sell	2 -52	-96%	-$17K	﹤0.01%	792
2022 Q1	$19K	Hold	54	–	–	﹤0.01%	362
2021 Q4	$19K	Hold	54	–	–	﹤0.01%	375
2021 Q3	$18K	Hold	54	–	–	﹤0.01%	359
2021 Q2	$18K	Sell	54 -38	-41%	-$13K	﹤0.01%	363
2021 Q1	$30.2K	Buy	92 +40	+77%	+$12.6K	0.01%	296
2020 Q4	$16K	Buy	+52	New	+$15.1K	﹤0.01%	363
2018 Q3	–	Sell	-21	Closed	-$5K	–	723
2018 Q2	$5K	Hold	21	–	–	﹤0.01%	418
2018 Q1	$5K	Hold	21	–	–	﹤0.01%	381
2017 Q4	$5K	Buy	+21	New	+$4.97K	﹤0.01%	317

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sound Income Strategies's DIA Position: Q2 2026 in Review

Sound Income Strategies reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.8% in Q2 2026, selling an estimated $15K and leaving 1,594 shares worth $833K. The position accounts for 0.04% of the portfolio, ranked #227.

Sound Income Strategies first reported a position in DIA in Q4 2017 and has held it in 26 quarters since. The position peaked at $834K in Q4 2025. 658 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Sound Income Strategies held 1,594 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $833K as of Q2 2026.
Sound Income Strategies sold 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $15K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Sound Income Strategies's portfolio in Q2 2026, its #227 holding.
Sound Income Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 26 quarters since.
Sound Income Strategies's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $834K in Q4 2025.
658 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.