USA FINANCIAL FORMULAS’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

USA FINANCIAL FORMULAS’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	$675K	Buy	+1,292	New	+$645K	0.12%	58

Other funds holding DIA

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

USA FINANCIAL FORMULAS's DIA Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 1,292 shares worth $675K. The stake represents 0.12% of the portfolio and ranks #58 among its holdings.

819 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

USA FINANCIAL FORMULAS held 1,292 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $675K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new USA FINANCIAL FORMULAS position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #58 holding.
819 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.