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

Avior 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	$369K	Hold	706	–	–	0.01%	595
2026 Q1	$327K	Buy	+706	New	+$342K	0.01%	663
2025 Q1	–	Sell	-175	Closed	-$74.5K	–	1143
2024 Q4	$74.5K	Buy	175 +4	+2%	+$1.73K	﹤0.01%	996
2024 Q3	$72.4K	Buy	171 +41	+32%	+$16.7K	﹤0.01%	991
2024 Q2	$50.8K	Sell	130 -18	-12%	-$6.99K	﹤0.01%	1083
2024 Q1	$58.9K	Buy	148 +24	+19%	+$9.25K	﹤0.01%	1175
2023 Q4	$46.7K	Hold	124	–	–	﹤0.01%	739
2023 Q3	$41.5K	Buy	124 +41	+49%	+$14.2K	﹤0.01%	792
2023 Q2	$28.5K	Hold	83	–	–	﹤0.01%	870
2023 Q1	$27.6K	Sell	83 -16	-16%	-$5.32K	﹤0.01%	894
2022 Q4	$32.8K	Hold	99	–	–	﹤0.01%	688
2022 Q3	$28K	Buy	99 +14	+16%	+$4.45K	﹤0.01%	693
2022 Q2	$26K	Sell	85 -15	-15%	-$4.91K	﹤0.01%	642
2022 Q1	$34K	Hold	100	–	–	﹤0.01%	642
2021 Q4	$36K	Buy	100 +33	+49%	+$11.7K	﹤0.01%	618
2021 Q3	$22K	Hold	67	–	–	﹤0.01%	649
2021 Q2	$23K	Hold	67	–	–	﹤0.01%	631
2021 Q1	$22K	Hold	67	–	–	﹤0.01%	635
2020 Q4	$20K	Hold	67	–	–	﹤0.01%	619
2020 Q3	$18K	Hold	67	–	–	﹤0.01%	605
2020 Q2	$17K	Buy	+67	New	+$16.5K	﹤0.01%	591
2020 Q1	–	Sell	-40	Closed	-$11K	–	799
2019 Q4	$11K	Buy	+40	New	+$11K	﹤0.01%	594

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

Avior Wealth Management's DIA Position: Q2 2026 in Review

Avior Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 706 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #595.

Avior Wealth Management first reported a position in DIA in Q4 2019 and has held it in 22 quarters since. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Avior Wealth Management held 706 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $369K as of Q2 2026.
Avior 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 Avior Wealth Management's portfolio in Q2 2026, its #595 holding.
Avior Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 22 quarters since.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.