180 Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

180 Wealth 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	$978K	Hold	1,871	–	–	0.1%	205
2026 Q1	$867K	Hold	1,871	–	–	0.1%	207
2025 Q4	$899K	Hold	1,871	–	–	0.1%	195
2025 Q3	$868K	Sell	1,871 -5	-0.3%	-$2.25K	0.11%	179
2025 Q2	$827K	Hold	1,876	–	–	0.12%	170
2025 Q1	$788K	Hold	1,876	–	–	0.13%	160
2024 Q4	$798K	Hold	1,876	–	–	0.13%	153
2024 Q3	$794K	Hold	1,876	–	–	0.12%	166
2024 Q2	$746K	Hold	1,876	–	–	0.12%	157
2024 Q1	$746K	Buy	1,876 +1	+0.1%	+$385	0.13%	158
2023 Q4	$707K	Hold	1,875	–	–	0.14%	148
2023 Q3	$628K	Sell	1,875 -5	-0.3%	-$1.73K	0.14%	151
2023 Q2	$647K	Hold	1,880	–	–	0.14%	152
2023 Q1	$625K	Hold	1,880	–	–	0.15%	149
2022 Q4	$638K	Hold	1,880	–	–	0.15%	139
2022 Q3	$540K	Hold	1,880	–	–	0.15%	131
2022 Q2	$584K	Hold	1,880	–	–	0.15%	134
2022 Q1	$656K	Hold	1,880	–	–	0.14%	140
2021 Q4	$644K	Sell	1,880 -3	-0.2%	-$1.07K	0.14%	142
2021 Q3	$664K	Hold	1,883	–	–	0.15%	137
2021 Q2	$664K	Buy	1,883 +1	+0.1%	+$341	0.15%	139
2021 Q1	$644K	Buy	1,882 +3	+0.2%	+$947	0.16%	135
2020 Q4	$581K	Buy	1,879 +124	+7%	+$36.1K	0.17%	130
2020 Q3	$497K	Buy	1,755 +5	+0.3%	+$1.37K	0.19%	114
2020 Q2	$467K	Hold	1,750	–	–	0.19%	122
2020 Q1	$374K	Buy	+1,750	New	+$465K	0.19%	132

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

180 Wealth Advisors's DIA Position: Q2 2026 in Review

180 Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,871 shares worth $978K. The position accounts for 0.1% of the portfolio, ranked #205.

180 Wealth Advisors first reported a position in DIA in Q1 2020 and has held it in 26 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

180 Wealth Advisors held 1,871 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $978K as of Q2 2026.
180 Wealth 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 0.1% of 180 Wealth Advisors's portfolio in Q2 2026, its #205 holding.
180 Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 26 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 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.