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

Alteri Wealth’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	$477K	Sell	913 -306	-25%	-$153K	0.13%	177
2026 Q1	$565K	Buy	1,219 +254	+26%	+$123K	0.18%	143
2025 Q4	$464K	Buy	965 +5	+0.5%	+$2.37K	0.15%	165
2025 Q3	$445K	Sell	960 -76	-7%	-$34.3K	0.15%	159
2025 Q2	$456K	Sell	1,036 -174	-14%	-$72.2K	0.18%	143
2025 Q1	$508K	Buy	1,210 +194	+19%	+$83.9K	0.22%	113
2024 Q4	$432K	Buy	+1,016	New	+$440K	0.12%	137

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

Alteri Wealth's DIA Position: Q2 2026 in Review

Alteri Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 25% in Q2 2026, selling an estimated $153K and leaving 913 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #177.

Alteri Wealth first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $565K in Q1 2026. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Alteri Wealth held 913 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $477K as of Q2 2026.
Alteri Wealth sold 306 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $153K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Alteri Wealth's portfolio in Q2 2026, its #177 holding.
Alteri Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $565K in Q1 2026.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.