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

Abound Wealth Management’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	$131K	Hold	250	–	–	0.03%	134
2026 Q1	$116K	Hold	250	–	–	0.03%	139
2025 Q4	$120K	Sell	250 -16	-6%	-$7.57K	0.03%	121
2025 Q3	$124K	Buy	266 +23	+9%	+$10.4K	0.03%	115
2025 Q2	$107K	Hold	243	–	–	0.03%	119
2025 Q1	$102K	Sell	243 -8	-3%	-$3.46K	0.03%	114
2024 Q4	$107K	Buy	251 +8	+3%	+$3.46K	0.03%	101
2024 Q3	$103K	Sell	243 -8	-3%	-$3.25K	0.03%	103
2024 Q2	$98.1K	Sell	251 -41	-14%	-$15.9K	0.04%	95
2024 Q1	$116K	Sell	292 -19	-6%	-$7.32K	0.04%	85
2023 Q4	$117K	Buy	311 +61	+24%	+$21.3K	0.05%	78
2023 Q3	$83.9K	Hold	250	–	–	0.04%	91
2023 Q2	$86.1K	Hold	250	–	–	0.04%	88
2023 Q1	$83.2K	Hold	250	–	–	0.04%	89
2022 Q4	$82.8K	Buy	250 +19	+8%	+$6.18K	0.04%	75
2022 Q3	$66.3K	Buy	+231	New	+$73.4K	0.04%	91

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

Abound Wealth Management's DIA Position: Q2 2026 in Review

Abound Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 250 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #134.

Abound Wealth Management first reported a position in DIA in Q3 2022 and has held it in 16 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Abound Wealth Management held 250 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $131K as of Q2 2026.
Abound Wealth Management 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 Abound Wealth Management's portfolio in Q2 2026, its #134 holding.
Abound Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 16 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 Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.