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

Arkadios 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	$7.52M	Sell	14,394 -46	-0.3%	-$23K	0.11%	189
2026 Q1	$6.69M	Sell	14,440 -5,693	-28%	-$2.76M	0.11%	218
2025 Q4	$9.68M	Buy	20,133 +8,354	+71%	+$3.95M	0.19%	118
2025 Q3	$5.46M	Sell	11,779 -339	-3%	-$153K	0.13%	181
2025 Q2	$5.34M	Buy	12,118 +2,741	+29%	+$1.14M	0.16%	143
2025 Q1	$3.94M	Buy	9,377 +1,246	+15%	+$539K	0.15%	156
2024 Q4	$3.46M	Sell	8,131 -301	-4%	-$130K	0.19%	111
2024 Q3	$3.57M	Buy	+8,432	New	+$3.43M	0.2%	109
2021 Q4	–	Sell	-300	Closed	-$101K	–	857
2021 Q3	$101K	Sell	300 -1,218	-80%	-$425K	0.01%	682
2021 Q2	$523K	Buy	1,518 +229	+18%	+$78.2K	0.06%	321
2021 Q1	$425K	Buy	1,289 +430	+50%	+$136K	0.07%	276
2020 Q4	$262K	Sell	859 -3,390	-80%	-$987K	0.06%	279
2020 Q3	$1.22M	Sell	4,249 -27	-0.6%	-$7.38K	0.61%	37
2020 Q2	$1.14M	Sell	4,276 -141	-3%	-$34.7K	0.63%	37
2020 Q1	$968K	Sell	4,417 -890	-17%	-$236K	0.62%	35
2019 Q4	$1.56M	Buy	+5,307	New	+$1.46M	0.94%	24

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

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

Arkadios Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.32% in Q2 2026, selling an estimated $23K and leaving 14,394 shares worth $7.52M. The position accounts for 0.11% of the portfolio, ranked #189.

Arkadios Wealth Advisors first reported a position in DIA in Q4 2019 and has held it in 16 quarters since. The position peaked at $9.68M in Q4 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Arkadios Wealth Advisors held 14,394 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $7.52M as of Q2 2026.
Arkadios Wealth Advisors sold 46 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $23K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #189 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 16 quarters since.
Arkadios Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $9.68M in Q4 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.