Walkner Condon Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Walkner Condon Financial 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	$633K	Hold	1,211	–	–	0.07%	165
2026 Q1	$561K	Sell	1,211 -4	-0.3%	-$1.94K	0.07%	161
2025 Q4	$584K	Sell	1,215 -42	-3%	-$19.9K	0.08%	162
2025 Q3	$583K	Buy	1,257 +4	+0.3%	+$1.8K	0.09%	154
2025 Q2	$552K	Hold	1,253	–	–	0.1%	146
2025 Q1	$526K	Hold	1,253	–	–	0.11%	150
2024 Q4	$533K	Hold	1,253	–	–	0.11%	156
2024 Q3	$530K	Hold	1,253	–	–	0.11%	152
2024 Q2	$490K	Buy	1,253 +42	+3%	+$16.3K	0.11%	147
2024 Q1	$482K	Hold	1,211	–	–	0.1%	158
2023 Q4	$456K	Buy	+1,211	New	+$423K	0.1%	158

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

Walkner Condon Financial Advisors's DIA Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,211 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #165.

Walkner Condon Financial Advisors first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Walkner Condon Financial Advisors held 1,211 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $633K as of Q2 2026.
Walkner Condon Financial 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 0.07% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #165 holding.
Walkner Condon Financial Advisors 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.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.