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 Q2	$8.86M	Buy	16,969 +211	+1%	+$105K	2.9%	14
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

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

1 North Wealth Services's DIA Position: Q2 2026 in Review

1 North Wealth Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.3% in Q2 2026, buying an estimated $105K and bringing the position to 16,969 shares worth $8.86M. The position accounts for 2.9% of the portfolio, ranked #14.

1 North Wealth Services first reported a position in DIA in Q4 2018 and has held it in 11 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

1 North Wealth Services held 16,969 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.86M as of Q2 2026.
1 North Wealth Services bought 211 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $105K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.9% of 1 North Wealth Services's portfolio in Q2 2026, its #14 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 11 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.