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

Beaird Harris 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 Q1	–	Sell	-51	Closed	-$24.5K	–	699
2025 Q4	$24.5K	Hold	51	–	–	﹤0.01%	318
2025 Q3	$23.7K	Hold	51	–	–	﹤0.01%	315
2025 Q2	$22.5K	Sell	51 -20	-28%	-$8.3K	﹤0.01%	320
2025 Q1	$29.8K	Hold	71	–	–	﹤0.01%	271
2024 Q4	$30.2K	Buy	71 +20	+39%	+$8.66K	﹤0.01%	277
2024 Q3	$21.6K	Sell	51 -14	-22%	-$5.69K	﹤0.01%	287
2024 Q2	$25.5K	Hold	65	–	–	﹤0.01%	281
2024 Q1	$25.9K	Buy	65 +51	+364%	+$19.6K	﹤0.01%	255
2023 Q4	$5.27K	Hold	14	–	–	﹤0.01%	375
2023 Q3	$4.66K	Hold	14	–	–	﹤0.01%	310
2023 Q2	$4.76K	Hold	14	–	–	﹤0.01%	325
2023 Q1	$4.58K	Sell	14 -619	-98%	-$206K	﹤0.01%	324
2022 Q4	$210K	Buy	633 +619	+4,421%	+$201K	0.04%	85
2022 Q3	$4K	Buy	+14	New	+$4.45K	﹤0.01%	354
2022 Q2	–	Sell	-14	Closed	-$5K	–	453
2022 Q1	$5K	Buy	14 +1	+8%	+$347	﹤0.01%	422
2021 Q4	$5K	Buy	+13	New	+$4.62K	﹤0.01%	469

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Beaird Harris Wealth Management's DIA Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 51 shares — an estimated $24.5K sold.

Beaird Harris Wealth Management first reported a position in DIA in Q4 2021 and held it in 16 quarters. The position peaked at $210K in Q4 2022. 1,370 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Beaird Harris Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 51 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $24.5K.
Beaird Harris Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 16 quarters.
Beaird Harris Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $210K in Q4 2022.
1,370 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.