Stonebridge Financial Group (Pennsylvania)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$674K	Hold	1,291	–	–	0.05%	152
2026 Q1	$598K	Hold	1,291	–	–	0.05%	152
2025 Q4	$620K	Buy	1,291 +16	+1%	+$7.57K	0.05%	143
2025 Q3	$591K	Buy	1,275 +22	+2%	+$9.92K	0.05%	145
2025 Q2	$552K	Hold	1,253	–	–	0.05%	143
2025 Q1	$526K	Hold	1,253	–	–	0.06%	147
2024 Q4	$533K	Buy	+1,253	New	+$542K	0.06%	147

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DIA Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,291 shares worth $674K. The position accounts for 0.05% of the portfolio, ranked #152.

Stonebridge Financial Group (Pennsylvania) first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,264 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 1,291 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $674K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #152 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,264 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.