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

55 North Private Wealth’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	$295K	Hold	565	–	–	0.06%	179
2026 Q1	$262K	Hold	565	–	–	0.07%	158
2025 Q4	$272K	Buy	+565	New	+$267K	0.07%	141

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

55 North Private Wealth's DIA Position: Q2 2026 in Review

55 North Private Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 565 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #179.

55 North Private Wealth first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,439 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

55 North Private Wealth held 565 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $295K as of Q2 2026.
55 North Private Wealth 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 0.06% of 55 North Private Wealth's portfolio in Q2 2026, its #179 holding.
55 North Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,439 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.