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

Accel 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	$223K	Buy	+427	New	+$213K	0.05%	273
2026 Q1	–	Sell	-478	Closed	-$230K	–	293
2025 Q4	$230K	Sell	478 -15	-3%	-$7.1K	0.06%	249
2025 Q3	$229K	Buy	493 +1	+0.2%	+$451	0.07%	245
2025 Q2	$217K	Sell	492 -114	-19%	-$47.3K	0.07%	238
2025 Q1	$255K	Buy	606 +2	+0.3%	+$865	0.09%	207
2024 Q4	$257K	Sell	604 -5	-0.8%	-$2.16K	0.1%	202
2024 Q3	$258K	Buy	609 +4	+0.7%	+$1.63K	0.1%	200
2024 Q2	$237K	Sell	605 -18	-3%	-$6.99K	0.09%	196
2024 Q1	$248K	Buy	623 +68	+12%	+$26.2K	0.11%	183
2023 Q4	$209K	Buy	+555	New	+$194K	0.11%	178
2023 Q2	–	Sell	-222	Closed	-$73.8K	–	336
2023 Q1	$73.8K	Hold	222	–	–	0.03%	390
2022 Q4	$73.6K	Hold	222	–	–	0.04%	291
2022 Q3	$67K	Hold	222	–	–	0.04%	315
2022 Q2	$69K	Hold	222	–	–	0.04%	294
2022 Q1	$77K	Hold	222	–	–	0.04%	288
2021 Q4	$81K	Hold	222	–	–	0.04%	290
2021 Q3	$75K	Hold	222	–	–	0.05%	263
2021 Q2	$77K	Hold	222	–	–	0.05%	267
2021 Q1	$73K	Buy	222 +150	+208%	+$47.3K	0.06%	259
2020 Q4	$22K	Buy	+72	New	+$21K	0.02%	463

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

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

Accel Wealth Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 427 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #273 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in DIA as recently as Q4 2025.

Accel Wealth Management first reported a position in DIA in Q4 2020 and has held it in 20 quarters since. The position peaked at $258K in Q3 2024. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Accel Wealth Management held 427 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $223K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Accel Wealth Management position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #273 holding.
Accel Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 20 quarters since.
Accel Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $258K in Q3 2024.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.