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

Beta Wealth Group’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 		$3.7M Buy
7,984
+1,038
+15% +$503K 1.53% 19
2025
Q4 		$3.34M Sell
6,946
-78
-1% -$36.9K 1.34% 22
2025
Q3 		$3.26M Buy
+7,024
New +$3.17M 1.29% 22

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Beta Wealth Group's DIA Position: Q1 2026 in Review

Beta Wealth Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 15% in Q1 2026, buying an estimated $503K and bringing the position to 7,984 shares worth $3.7M. The position accounts for 1.53% of the portfolio, ranked #19.

Beta Wealth Group first reported a position in DIA in Q3 2025 and has held it in 3 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Beta Wealth Group held 7,984 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.7M as of Q1 2026.
  • Beta Wealth Group bought 1,038 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $503K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.53% of Beta Wealth Group's portfolio in Q1 2026, its #19 holding.
  • Beta Wealth Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.