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

TCFG 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 		$247K Hold
472
– – 0.08% 246
2026
Q1 		$219K Buy
+472
New +$229K 0.08% 246

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TCFG Investment Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 472 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #246.

TCFG Investment Advisors first reported a position in DIA in Q1 2026 and has held it in 2 quarters since. 1,439 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • TCFG Investment Advisors held 472 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $247K as of Q2 2026.
  • TCFG Investment Advisors 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 0.08% of TCFG Investment Advisors's portfolio in Q2 2026, its #246 holding.
  • TCFG Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2026 and has held it in 2 quarters since.
  • 1,439 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.