AWE
DIA icon

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

Avidian Wealth Enterprises’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 		$292K Sell
560
-1
-0.2% -$499 0.01% 605
2026
Q1 		$260K Buy
+561
New +$272K 0.01% 570
2023
Q4 		– Sell
-605
Closed -$203K – 421
2023
Q3 		$203K Sell
605
-115
-16% -$39.9K 0.01% 381
2023
Q2 		$248K Sell
720
-2,508
-78% -$844K 0.02% 366
2023
Q1 		$1.07M Sell
3,228
-53
-2% -$17.6K 0.06% 192
2022
Q4 		$1.09M Buy
3,281
+827
+34% +$269K 0.07% 166
2022
Q3 		$705K Buy
2,454
+4
+0.2% +$1.27K 0.05% 189
2022
Q2 		$754K Buy
2,450
+78
+3% +$25.5K 0.05% 202
2022
Q1 		$823K Sell
2,372
-117
-5% -$40.6K 0.05% 222
2021
Q4 		$904K Buy
2,489
+11
+0.4% +$3.91K 0.06% 204
2021
Q3 		$838K Buy
2,478
+3
+0.1% +$1.05K 0.06% 146
2021
Q2 		$854K Sell
2,475
-447
-15% -$153K 0.07% 146
2021
Q1 		$965K Sell
2,922
-531
-15% -$168K 0.08% 129
2020
Q4 		$1.06M Sell
3,453
-105
-3% -$30.6K 0.1% 109
2020
Q3 		$987K Hold
3,558
– – 0.11% 103
2020
Q2 		$917K Buy
3,558
+74
+2% +$18.2K 0.12% 95
2020
Q1 		$764K Sell
3,484
-11,344
-77% -$3.01M 0.12% 84
2019
Q4 		$4.23M Buy
14,828
+1,074
+8% +$296K 0.6% 30
2019
Q3 		$3.7M Buy
+13,754
New +$3.67M 0.61% 25

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avidian Wealth Enterprises's DIA Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.18% in Q2 2026, selling an estimated $499 and leaving 560 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #605.

Avidian Wealth Enterprises first reported a position in DIA in Q3 2019 and has held it in 19 quarters since. The position peaked at $4.23M in Q4 2019. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Avidian Wealth Enterprises held 560 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $292K as of Q2 2026.
  • Avidian Wealth Enterprises sold 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #605 holding.
  • Avidian Wealth Enterprises first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.23M in Q4 2019.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.