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

XML Financial’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 		$1.65M Buy
3,165
+1
+0% +$499 0.12% 143
2026
Q1 		$1.47M Sell
3,164
-63
-2% -$30.5K 0.12% 155
2025
Q4 		$1.55M Sell
3,227
-41
-1% -$19.4K 0.13% 145
2025
Q3 		$1.52M Buy
3,268
+603
+23% +$272K 0.12% 149
2025
Q2 		$1.17M Buy
2,665
+194
+8% +$80.5K 0.1% 165
2025
Q1 		$1.04M Buy
2,471
+268
+12% +$116K 0.1% 170
2024
Q4 		$937K Sell
2,203
-198
-8% -$85.7K 0.09% 179
2024
Q3 		$1.02M Buy
2,401
+27
+1% +$11K 0.09% 176
2024
Q2 		$929K Buy
2,374
+266
+13% +$103K 0.09% 171
2024
Q1 		$838K Buy
2,108
+493
+31% +$190K 0.09% 183
2023
Q4 		$609K Buy
1,615
+833
+107% +$291K 0.06% 196
2023
Q3 		$262K Buy
782
+2
+0.3% +$694 0.03% 277
2023
Q2 		$268K Buy
780
+19
+2% +$6.39K 0.03% 286
2023
Q1 		$253K Buy
761
+32
+4% +$10.6K 0.03% 285
2022
Q4 		$242K Buy
729
+1
+0.1% +$325 0.03% 287
2022
Q3 		$209K Buy
728
+1
+0.1% +$318 0.03% 285
2022
Q2 		$224K Buy
727
+2
+0.3% +$654 0.05% 199
2022
Q1 		$252K Buy
725
+1
+0.1% +$347 0.03% 283
2021
Q4 		$263K Buy
724
+29
+4% +$10.3K 0.03% 272
2021
Q3 		$235K Buy
695
+1
+0.1% +$349 0.03% 275
2021
Q2 		$240K Buy
694
+1
+0.1% +$341 0.05% 195
2021
Q1 		$229K Buy
+693
New +$219K 0.06% 189

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

XML Financial's DIA Position: Q2 2026 in Review

XML Financial increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.03% in Q2 2026, buying an estimated $499 and bringing the position to 3,165 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #143.

XML Financial first reported a position in DIA in Q1 2021 and has held it in 22 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • XML Financial held 3,165 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.65M as of Q2 2026.
  • XML Financial bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of XML Financial's portfolio in Q2 2026, its #143 holding.
  • XML Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 22 quarters since.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.