1 North Wealth Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

1 North Wealth Services’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 Q1	$7.76M	Buy	16,758 +89	+0.5%	+$43.1K	2.8%	13
2025 Q4	$8.01M	Buy	16,669 +2,136	+15%	+$1.01M	2.82%	14
2025 Q3	$6.74M	Sell	14,533 -336	-2%	-$151K	2.76%	15
2025 Q2	$6.55M	Sell	14,869 -2,733	-16%	-$1.13M	2.6%	17
2025 Q1	$7.39M	Sell	17,602 -999	-5%	-$432K	3.42%	10
2024 Q4	$7.91M	Buy	+18,601	New	+$8.05M	3.35%	12
2019 Q4	$3.46M	Buy	12,144 +146	+1%	+$40.2K	2.14%	15
2019 Q3	$3.23M	Buy	+11,998	New	+$3.2M	2.16%	14
2019 Q1	$3.17M	Sell	12,241 -633	-5%	-$159K	2.24%	14
2018 Q4	$3M	Buy	+12,874	New	+$3.21M	2.51%	13

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1 North Wealth Services's DIA Position: Q1 2026 in Review

1 North Wealth Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.53% in Q1 2026, buying an estimated $43.1K and bringing the position to 16,758 shares worth $7.76M. The position accounts for 2.8% of the portfolio, ranked #13.

1 North Wealth Services first reported a position in DIA in Q4 2018 and has held it in 10 quarters since. The position peaked at $8.01M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

1 North Wealth Services held 16,758 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $7.76M as of Q1 2026.
1 North Wealth Services bought 89 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $43.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.8% of 1 North Wealth Services's portfolio in Q1 2026, its #13 holding.
1 North Wealth Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.01M in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.