Traction Financial Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Traction Financial Partners’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	$467K	Hold	894	–	–	0.25%	38
2026 Q1	$414K	Sell	894 -149	-14%	-$72.2K	0.25%	40
2025 Q4	$501K	Sell	1,043 -9	-0.9%	-$4.26K	0.3%	32
2025 Q3	$488K	Buy	1,052 +10	+1%	+$4.51K	0.3%	34
2025 Q2	$459K	Sell	1,042 -199	-16%	-$82.6K	0.31%	35
2025 Q1	$521K	Sell	1,241 -279	-18%	-$121K	0.41%	31
2024 Q4	$647K	Buy	1,520 +4	+0.3%	+$1.73K	0.5%	26
2024 Q3	$642K	Hold	1,516	–	–	0.5%	28
2024 Q2	$615K	Sell	1,516 -114	-7%	-$44.3K	0.45%	29
2024 Q1	$644K	Sell	1,630 -12,597	-89%	-$4.85M	0.5%	26
2023 Q4	$5.36M	Buy	+14,227	New	+$4.97M	3.6%	9

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

Traction Financial Partners's DIA Position: Q2 2026 in Review

Traction Financial Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 894 shares worth $467K. The position accounts for 0.25% of the portfolio, ranked #38.

Traction Financial Partners first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.36M in Q4 2023. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Traction Financial Partners held 894 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $467K as of Q2 2026.
Traction Financial Partners 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 Traction Financial Partners's portfolio in Q2 2026, its #38 holding.
Traction Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
Traction Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.36M in Q4 2023.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.