Union Savings Bank’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Union Savings Bank’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	$123K	Hold	236	–	–	0.05%	163
2026 Q1	$109K	Hold	236	–	–	0.05%	164
2025 Q4	$113K	Buy	+236	New	+$112K	0.05%	171
2025 Q2	$104K	Hold	236	–	–	0.05%	172
2025 Q1	$99.1K	Sell	236 -34	-13%	-$14.7K	0.05%	179
2024 Q4	$115K	Hold	270	–	–	0.06%	163
2024 Q3	$114K	Hold	270	–	–	0.06%	169
2024 Q2	$106K	Hold	270	–	–	0.06%	172
2024 Q1	$107K	Hold	270	–	–	0.06%	172
2023 Q4	$102K	Sell	270 -46	-15%	-$16.1K	0.06%	170
2023 Q3	$106K	Hold	316	–	–	0.07%	166
2023 Q2	$112K	Buy	+316	New	+$106K	0.07%	162

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

Union Savings Bank's DIA Position: Q2 2026 in Review

Union Savings Bank held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 236 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #163.

Union Savings Bank first reported a position in DIA in Q2 2023 and has held it in 12 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Union Savings Bank held 236 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $123K as of Q2 2026.
Union Savings Bank 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 0.05% of Union Savings Bank's portfolio in Q2 2026, its #163 holding.
Union Savings Bank first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 12 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.