Successful Portfolios’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Successful Portfolios’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	$526K	Hold	1,000	–	–	0.25%	82
2026 Q1	$463K	Sell	1,000 -1,800	-64%	-$872K	0.26%	81
2025 Q4	$1.39M	Buy	2,800 +1,800	+180%	+$851K	0.71%	39
2025 Q3	$464K	Hold	1,000	–	–	0.27%	78
2025 Q2	$441K	Hold	1,000	–	–	0.27%	76
2025 Q1	$420K	Hold	1,000	–	–	0.29%	79
2024 Q4	$426K	Hold	1,000	–	–	0.28%	73
2024 Q3	$423K	Hold	1,000	–	–	0.29%	76
2024 Q2	$391K	Hold	1,000	–	–	0.27%	77
2024 Q1	$398K	Hold	1,000	–	–	0.27%	85
2023 Q4	$377K	Hold	1,000	–	–	0.28%	85
2023 Q3	$335K	Hold	1,000	–	–	0.3%	79
2023 Q2	$344K	Sell	1,000 -9	-0.9%	-$3.03K	0.3%	76
2023 Q1	$336K	Hold	1,009	–	–	0.21%	120
2022 Q4	$334K	Sell	1,009 -30	-3%	-$9.75K	0.22%	120
2022 Q3	$299K	Hold	1,039	–	–	0.22%	125
2022 Q2	$320K	Hold	1,039	–	–	0.22%	119
2022 Q1	$360K	Hold	1,039	–	–	0.2%	124
2021 Q4	$377K	Hold	1,039	–	–	0.2%	122
2021 Q3	$351K	Hold	1,039	–	–	0.21%	122
2021 Q2	$358K	Hold	1,039	–	–	0.22%	121
2021 Q1	$343K	Hold	1,039	–	–	0.23%	115
2020 Q4	$318K	Hold	1,039	–	–	0.23%	115
2020 Q3	$288K	Hold	1,039	–	–	0.23%	118
2020 Q2	$268K	Hold	1,039	–	–	0.24%	120
2020 Q1	$228K	Buy	1,039 +9	+0.9%	+$2.39K	0.23%	115
2019 Q4	$294K	Hold	1,030	–	–	0.26%	106
2019 Q3	$277K	Hold	1,030	–	–	0.26%	108
2019 Q2	$274K	Hold	1,030	–	–	0.29%	102
2019 Q1	$267K	Hold	1,030	–	–	0.29%	104
2018 Q4	$240K	Sell	1,030 -65	-6%	-$16.2K	0.31%	100
2018 Q3	$290K	Hold	1,095	–	–	0.32%	100
2018 Q2	$266K	Sell	1,095 -30	-3%	-$7.37K	0.31%	101
2018 Q1	$272K	Hold	1,125	–	–	0.33%	98
2017 Q4	$278K	Buy	+1,125	New	+$266K	0.35%	97

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

Successful Portfolios's DIA Position: Q2 2026 in Review

Successful Portfolios held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,000 shares worth $526K. The position accounts for 0.25% of the portfolio, ranked #82.

Successful Portfolios first reported a position in DIA in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.39M in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Successful Portfolios held 1,000 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $526K as of Q2 2026.
Successful Portfolios 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 0.25% of Successful Portfolios's portfolio in Q2 2026, its #82 holding.
Successful Portfolios first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 35 quarters since.
Successful Portfolios's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.39M in Q4 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 Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.