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

American 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	$2.12M	Buy	4,065 +11	+0.3%	+$5.49K	1.99%	11
2026 Q1	$1.88M	Sell	4,054 -11	-0.3%	-$5.33K	1.96%	12
2025 Q4	$1.95M	Sell	4,065 -98	-2%	-$46.4K	1.92%	10
2025 Q3	$1.93M	Buy	+4,163	New	+$1.88M	1.91%	11

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

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

American Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.27% in Q2 2026, buying an estimated $5.49K and bringing the position to 4,065 shares worth $2.12M. The position accounts for 1.99% of the portfolio, ranked #11.

American Wealth Advisors first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

American Wealth Advisors held 4,065 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.12M as of Q2 2026.
American Wealth Advisors bought 11 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $5.49K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.99% of American Wealth Advisors's portfolio in Q2 2026, its #11 holding.
American Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 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 American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.