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

Turner Financial Group’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
Q3 		– Sell
-2,279
Closed -$1.19M – 105
2026
Q2 		$1.19M Buy
+2,279
New +$1.14M 1.18% 17

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Turner Financial Group's DIA Position: Q3 2026 in Review

Turner Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026, closing a stake of 2,279 shares — an estimated $1.19M sold.

Turner Financial Group first reported a position in DIA in Q2 2026 and held it in 1 quarter. The position peaked at $1.19M in Q2 2026. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Turner Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2026 after selling out during the quarter.
  • Turner Financial Group sold 2,279 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.19M.
  • Turner Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026 and held it in 1 quarter.
  • Turner Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.19M in Q2 2026.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Turner Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.