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

Alta 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	$1.01M	Sell	1,934 -30	-2%	-$15K	0.27%	70
2026 Q1	$910K	Sell	1,964 -55	-3%	-$26.6K	0.3%	64
2025 Q4	$970K	Sell	2,019 -1,349	-40%	-$638K	0.32%	58
2025 Q3	$1.56M	Sell	3,368 -286	-8%	-$129K	0.56%	43
2025 Q2	$1.61M	Sell	3,654 -94	-3%	-$39K	0.76%	29
2025 Q1	$1.57M	Sell	3,748 -37	-1%	-$16K	0.72%	31
2024 Q4	$1.61M	Sell	3,785 -24	-0.6%	-$10.4K	0.7%	33
2024 Q3	$1.61M	Sell	3,809 -18	-0.5%	-$7.31K	0.74%	30
2024 Q2	$1.5M	Sell	3,827 -102	-3%	-$39.6K	0.75%	31
2024 Q1	$1.56M	Sell	3,929 -307	-7%	-$118K	0.79%	30
2023 Q4	$1.6M	Sell	4,236 -29	-0.7%	-$10.1K	0.89%	28
2023 Q3	$1.43M	Buy	4,265 +3,071	+257%	+$1.07M	0.88%	32
2023 Q2	$411K	Sell	1,194 -125	-9%	-$42.1K	0.24%	104
2023 Q1	$439K	Sell	1,319 -293	-18%	-$97.4K	0.28%	97
2022 Q4	$534K	Buy	+1,612	New	+$524K	0.36%	90

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

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

Alta Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.5% in Q2 2026, selling an estimated $15K and leaving 1,934 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #70.

Alta Wealth Advisors first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q3 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Alta Wealth Advisors held 1,934 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.01M as of Q2 2026.
Alta Wealth Advisors sold 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $15K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.27% of Alta Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Alta Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
Alta Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.61M in Q3 2024.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.