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

Barnes Dennig Private 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	$111K	Hold	212	–	–	0.09%	113
2026 Q1	$98.2K	Hold	212	–	–	0.1%	108
2025 Q4	$102K	Hold	212	–	–	0.1%	106
2025 Q3	$98.3K	Hold	212	–	–	0.11%	104
2025 Q2	$93.4K	Buy	212 +100	+89%	+$41.5K	0.11%	99
2025 Q1	$47K	Buy	+112	New	+$48.4K	0.07%	74

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

Barnes Dennig Private Wealth Management's DIA Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 212 shares worth $111K. The position accounts for 0.09% of the portfolio, ranked #113.

Barnes Dennig Private Wealth Management first reported a position in DIA in Q1 2025 and has held it in 6 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Barnes Dennig Private Wealth Management held 212 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $111K as of Q2 2026.
Barnes Dennig Private 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 0.09% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #113 holding.
Barnes Dennig Private Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 6 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.