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

Atlas Private 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	$2.9M	Sell	5,556 -1,258	-18%	-$628K	0.64%	31
2026 Q1	$3.16M	Sell	6,814 -1,950	-22%	-$945K	0.74%	27
2025 Q4	$4.21M	Sell	8,764 -1,216	-12%	-$575K	0.98%	26
2025 Q3	$4.63M	Sell	9,980 -39,313	-80%	-$17.7M	1.13%	24
2025 Q2	$21.7M	Sell	49,293 -3,219	-6%	-$1.34M	2.8%	9
2025 Q1	$22.1M	Sell	52,512 -35,933	-41%	-$15.5M	3.07%	8
2024 Q4	$37.7M	Buy	88,445 +46	+0.1%	+$19.9K	5.34%	4
2024 Q3	$37.4M	Buy	88,399 +20,708	+31%	+$8.41M	5.42%	6
2024 Q2	$26.5M	Buy	67,691 +36,053	+114%	+$14M	4.31%	8
2024 Q1	$12.6M	Sell	31,638 -28,174	-47%	-$10.9M	4.21%	8
2023 Q4	$22.5M	Buy	+59,812	New	+$20.9M	4.19%	7
2022 Q2	–	Sell	-4,911	Closed	-$1.7M	–	131
2022 Q1	$1.7M	Buy	4,911 +1,814	+59%	+$629K	0.76%	30
2021 Q4	$1.13M	Buy	3,097 +2,882	+1,340%	+$1.02M	0.52%	48
2021 Q3	$73K	Buy	215 +143	+199%	+$49.9K	0.04%	200
2021 Q2	$25K	Hold	72	–	–	0.01%	324
2021 Q1	$24K	Sell	72 -291	-80%	-$91.9K	0.01%	337
2020 Q4	$111K	Sell	363 -31	-8%	-$9.02K	0.07%	141
2020 Q3	$109K	Buy	394 +291	+283%	+$79.5K	0.09%	135
2020 Q2	$27K	Buy	+103	New	+$25.3K	0.02%	282

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Atlas Private Wealth Advisors's DIA Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 18% in Q2 2026, selling an estimated $628K and leaving 5,556 shares worth $2.9M. The position accounts for 0.64% of the portfolio, ranked #31.

Atlas Private Wealth Advisors first reported a position in DIA in Q2 2020 and has held it in 19 quarters since. The position peaked at $37.7M in Q4 2024. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Atlas Private Wealth Advisors held 5,556 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.9M as of Q2 2026.
Atlas Private Wealth Advisors sold 1,258 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $628K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.64% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and has held it in 19 quarters since.
Atlas Private Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $37.7M in Q4 2024.
738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.