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

BIP Wealth’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 		$692K Buy
1,325
+15
+1% +$7.49K 0.02% 321
2026
Q1 		$607K Buy
1,310
+90
+7% +$43.6K 0.02% 270
2025
Q4 		$586K Hold
1,220
– – 0.02% 275
2025
Q3 		$566K Hold
1,220
– – 0.03% 174
2025
Q2 		$538K Sell
1,220
-55
-4% -$22.8K 0.03% 153
2025
Q1 		$535K Buy
1,275
+5
+0.4% +$2.16K 0.03% 142
2024
Q4 		$540K Buy
1,270
+50
+4% +$21.6K 0.04% 144
2024
Q3 		$516K Sell
1,220
-23
-2% -$9.34K 0.04% 138
2024
Q2 		$486K Sell
1,243
-27
-2% -$10.5K 0.04% 116
2024
Q1 		$505K Buy
1,270
+13
+1% +$5.01K 0.04% 123
2023
Q4 		$474K Sell
1,257
-50
-4% -$17.5K 0.04% 120
2023
Q3 		$438K Buy
1,307
+100
+8% +$34.7K 0.04% 114
2023
Q2 		$415K Buy
+1,207
New +$406K 0.03% 117

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIP Wealth's DIA Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.1% in Q2 2026, buying an estimated $7.49K and bringing the position to 1,325 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #321.

BIP Wealth first reported a position in DIA in Q2 2023 and has held it in 13 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • BIP Wealth held 1,325 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $692K as of Q2 2026.
  • BIP Wealth bought 15 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $7.49K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #321 holding.
  • BIP Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 13 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 BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.