Atlantic Edge Private Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Atlantic Edge Private Wealth Management’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	$5.22K	Hold	10	–	–	﹤0.01%	492
2026 Q1	$4.63K	Hold	10	–	–	﹤0.01%	467
2025 Q4	$4.81K	Hold	10	–	–	﹤0.01%	464
2025 Q3	$4.64K	Hold	10	–	–	﹤0.01%	443
2025 Q2	$4.41K	Hold	10	–	–	﹤0.01%	429
2025 Q1	$4.2K	Hold	10	–	–	﹤0.01%	421
2024 Q4	$4.25K	Hold	10	–	–	﹤0.01%	405
2024 Q3	$4.23K	Hold	10	–	–	﹤0.01%	414
2024 Q2	$3.91K	Hold	10	–	–	﹤0.01%	393
2024 Q1	$3.98K	Hold	10	–	–	﹤0.01%	404
2023 Q4	$3.77K	Buy	+10	New	+$3.49K	﹤0.01%	389

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

Atlantic Edge Private Wealth Management's DIA Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 10 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Atlantic Edge Private Wealth Management first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Atlantic Edge Private Wealth Management held 10 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.22K as of Q2 2026.
Atlantic Edge Private Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #492 holding.
Atlantic Edge Private Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.