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

Amplius 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	$13.6M	Sell	25,941 -375	-1%	-$187K	0.99%	22
2026 Q1	$12.2M	Buy	26,316 +1,147	+5%	+$556K	1.02%	22
2025 Q4	$12.1M	Sell	25,169 -362	-1%	-$171K	1.01%	22
2025 Q3	$11.8M	Sell	25,531 -2,284	-8%	-$1.03M	1.02%	22
2025 Q2	$12.3M	Sell	27,815 -2,168	-7%	-$900K	1.14%	24
2025 Q1	$12.6M	Buy	29,983 +76	+0.3%	+$32.9K	1.31%	24
2024 Q4	$12.7M	Buy	29,907 +1,397	+5%	+$605K	1.3%	25
2024 Q3	$12.1M	Buy	28,510 +215	+0.8%	+$87.3K	1.32%	24
2024 Q2	$11.1M	Sell	28,295 -1,602	-5%	-$622K	1.23%	26
2024 Q1	$11.9M	Sell	29,897 -1,223	-4%	-$471K	1.33%	22
2023 Q4	$11.7M	Sell	31,120 -1,111	-3%	-$388K	1.42%	24
2023 Q3	$10.8M	Sell	32,231 -566	-2%	-$196K	1.45%	23
2023 Q2	$11.3M	Sell	32,797 -1,719	-5%	-$579K	1.52%	18
2023 Q1	$11.5M	Buy	34,516 +629	+2%	+$209K	1.65%	16
2022 Q4	$11.2M	Sell	33,887 -85,566	-72%	-$27.8M	1.79%	17
2022 Q3	$34.3M	Buy	119,453 +13,736	+13%	+$4.37M	6.14%	2
2022 Q2	$32.5M	Buy	105,717 +36,662	+53%	+$12M	5.26%	3
2022 Q1	$23.9M	Buy	69,055 +44,729	+184%	+$15.5M	3.68%	8
2021 Q4	$8.84M	Buy	+24,326	New	+$8.64M	1.22%	23

Other funds holding DIA

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MAWCM

Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

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

Amplius Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.4% in Q2 2026, selling an estimated $187K and leaving 25,941 shares worth $13.6M. The position accounts for 0.99% of the portfolio, ranked #22.

Amplius Wealth Advisors first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $34.3M in Q3 2022. 502 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Amplius Wealth Advisors held 25,941 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $13.6M as of Q2 2026.
Amplius Wealth Advisors sold 375 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $187K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.99% of Amplius Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Amplius Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $34.3M in Q3 2022.
502 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.