Spartan Wealth Advisory Services LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Spartan Wealth Advisory Services LLC’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	$271K	Buy	+519	New	+$259K	0.02%	274

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

Spartan Wealth Advisory Services LLC's DIA Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 519 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings.

1,434 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Spartan Wealth Advisory Services LLC held 519 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $271K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Spartan Wealth Advisory Services LLC position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #274 holding.
1,434 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.