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

Balboa Wealth Partners’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	$2.23M	Buy	4,265 +1,784	+72%	+$891K	0.3%	59
2026 Q1	$1.15M	Sell	2,481 -2,306	-48%	-$1.12M	0.19%	93
2025 Q4	$2.3M	Sell	4,787 -77	-2%	-$36.4K	0.38%	47
2025 Q3	$2.26M	Sell	4,864 -46	-0.9%	-$20.7K	0.39%	45
2025 Q2	$2.16M	Sell	4,910 -3,585	-42%	-$1.49M	0.43%	48
2025 Q1	$3.57M	Buy	8,495 +534	+7%	+$231K	0.86%	24
2024 Q4	$3.39M	Buy	7,961 +3,656	+85%	+$1.58M	0.77%	24
2024 Q3	$1.82M	Buy	4,305 +944	+28%	+$384K	0.45%	36
2024 Q2	$1.31M	Sell	3,361 -2,830	-46%	-$1.1M	0.35%	52
2024 Q1	$2.46M	Buy	6,191 +3,231	+109%	+$1.24M	0.73%	25
2023 Q4	$1.12M	Sell	2,960 -161	-5%	-$56.3K	0.37%	47
2023 Q3	$1.05M	Sell	3,121 -1,759	-36%	-$610K	0.39%	38
2023 Q2	$1.68M	Buy	4,880 +1,873	+62%	+$630K	0.59%	28
2023 Q1	$1M	Sell	3,007 -3,170	-51%	-$1.05M	0.38%	50
2022 Q4	$2.05M	Buy	6,177 +4,114	+199%	+$1.34M	0.92%	17
2022 Q3	$593K	Buy	+2,063	New	+$656K	0.26%	77

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

Balboa Wealth Partners's DIA Position: Q2 2026 in Review

Balboa Wealth Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 72% in Q2 2026, buying an estimated $891K and bringing the position to 4,265 shares worth $2.23M. The position accounts for 0.3% of the portfolio, ranked #59.

Balboa Wealth Partners first reported a position in DIA in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.57M in Q1 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Balboa Wealth Partners held 4,265 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.23M as of Q2 2026.
Balboa Wealth Partners bought 1,784 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $891K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.3% of Balboa Wealth Partners's portfolio in Q2 2026, its #59 holding.
Balboa Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.57M in Q1 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.