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

Axxcess 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	$1.23M	Buy	+2,356	New	+$1.18M	0.02%	483
2026 Q1	–	Sell	-2,562	Closed	-$1.23M	–	544
2025 Q4	$1.23M	Buy	2,562 +1,320	+106%	+$624K	0.02%	473
2025 Q3	$576K	Hold	1,242	–	–	0.01%	586
2025 Q2	$547K	Sell	1,242 -830	-40%	-$344K	0.01%	567
2025 Q1	$870K	Sell	2,072 -921	-31%	-$398K	0.02%	427
2024 Q4	$1.27M	Sell	2,993 -4	-0.1%	-$1.73K	0.03%	356
2024 Q3	$1.27M	Buy	2,997 +1,796	+150%	+$730K	0.03%	343
2024 Q2	$470K	Sell	1,201 -4	-0.3%	-$1.55K	0.01%	534
2024 Q1	$479K	Buy	1,205 +525	+77%	+$202K	0.01%	546
2023 Q4	$256K	Buy	+680	New	+$238K	0.01%	699
2023 Q1	–	Sell	-934	Closed	-$310K	–	648
2022 Q4	$310K	Sell	934 -635	-40%	-$206K	0.03%	437
2022 Q3	$451K	Sell	1,569 -697	-31%	-$222K	0.04%	335
2022 Q2	$698K	Sell	2,266 -882	-28%	-$288K	0.06%	244
2022 Q1	$1.09M	Buy	3,148 +1,308	+71%	+$454K	0.09%	203
2021 Q4	$669K	Buy	+1,840	New	+$654K	0.05%	295

Other funds holding DIA

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Axxcess Wealth Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 2,356 shares worth $1.23M. The stake represents 0.02% of the portfolio and ranks #483 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DIA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DIA in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.27M in Q4 2024. 927 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Axxcess Wealth Management held 2,356 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.23M as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Axxcess Wealth Management position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #483 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 15 quarters since.
Axxcess Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.27M in Q4 2024.
927 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.