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

Bay Harbor 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	$7.31K	Hold	14	–	–	﹤0.01%	343
2026 Q1	$6.48K	Sell	14 -2	-13%	-$969	﹤0.01%	297
2025 Q4	$7.71K	Hold	16	–	–	﹤0.01%	212
2025 Q3	$7.42K	Buy	+16	New	+$7.21K	﹤0.01%	167
2021 Q3	–	Sell	-2	Closed	-$1K	–	213
2021 Q2	$1K	Hold	2	–	–	﹤0.01%	204
2021 Q1	$1K	Hold	2	–	–	﹤0.01%	209
2020 Q4	$1K	Hold	2	–	–	﹤0.01%	374
2020 Q3	$1K	Hold	2	–	–	﹤0.01%	339
2020 Q2	$1K	Sell	2 -23	-92%	-$5.66K	﹤0.01%	306
2020 Q1	$5K	Buy	25 +4	+19%	+$1.06K	﹤0.01%	228
2019 Q4	$6K	Hold	21	–	–	﹤0.01%	251
2019 Q3	$6K	Hold	21	–	–	﹤0.01%	258
2019 Q2	$6K	Sell	21 -276	-93%	-$72K	﹤0.01%	257
2019 Q1	$77K	Sell	297 -81	-21%	-$20.4K	0.05%	129
2018 Q4	$88K	Buy	+378	New	+$94.3K	0.07%	122

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

Bay Harbor Wealth Management's DIA Position: Q2 2026 in Review

Bay Harbor Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 14 shares worth $7.31K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Bay Harbor Wealth Management first reported a position in DIA in Q4 2018 and has held it in 15 quarters since. The position peaked at $88K in Q4 2018. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Bay Harbor Wealth Management held 14 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $7.31K as of Q2 2026.
Bay Harbor 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 Bay Harbor Wealth Management's portfolio in Q2 2026, its #343 holding.
Bay Harbor Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 15 quarters since.
Bay Harbor Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $88K in Q4 2018.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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