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

AE 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
2021 Q4	–	Sell	-600	Closed	-$1K	–	1715
2021 Q3	$1K	Buy	+600	New	+$210K	﹤0.01%	1609
2021 Q1	–	Sell	-200	Closed	-$1K	–	1495
2020 Q4	$1K	Buy	+200	New	+$58.2K	﹤0.01%	1359
2020 Q2	–	Sell	-200	Closed	-$1K	–	1276
2020 Q1	$1K	Buy	+200	New	+$53.1K	﹤0.01%	1103
2019 Q3	–	Sell	-400	Closed	-$1K	–	1004
2019 Q2	$1K	Hold	400	–	–	﹤0.01%	968
2019 Q1	$2K	Buy	+400	New	+$101K	﹤0.01%	639

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AE Wealth Management's DIA Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 12% in Q1 2026, selling an estimated $962K and leaving 13,911 shares worth $6.44M. The position accounts for 0.03% of the portfolio, ranked #361.

AE Wealth Management first reported a position in DIA in Q4 2016 and has held it in 38 quarters since. The position peaked at $66M in Q4 2023. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

AE Wealth Management held 13,911 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.44M as of Q1 2026.
AE Wealth Management sold 1,986 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $962K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #361 holding.
AE Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 38 quarters since.
AE Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $66M in Q4 2023.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.