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

Aaron 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	$550K	Hold	1,052	–	–	0.03%	400
2026 Q1	$487K	Hold	1,052	–	–	0.03%	394
2025 Q4	$506K	Hold	1,052	–	–	0.03%	437
2025 Q3	$488K	Hold	1,052	–	–	0.03%	417
2025 Q2	$464K	Hold	1,052	–	–	0.05%	258
2025 Q1	$442K	Hold	1,052	–	–	0.05%	244
2024 Q4	$448K	Hold	1,052	–	–	0.05%	225
2024 Q3	$445K	Hold	1,052	–	–	0.05%	217
2024 Q2	$411K	Hold	1,052	–	–	0.06%	187
2024 Q1	$418K	Hold	1,052	–	–	0.06%	175
2023 Q4	$396K	Hold	1,052	–	–	0.07%	158
2023 Q3	$352K	Hold	1,052	–	–	0.05%	179
2023 Q2	$362K	Buy	+1,052	New	+$354K	0.05%	188

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

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

Aaron Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,052 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #400.

Aaron Wealth Advisors first reported a position in DIA in Q2 2023 and has held it in 13 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Aaron Wealth Advisors held 1,052 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $550K as of Q2 2026.
Aaron 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 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #400 holding.
Aaron Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 13 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 Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.