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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
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

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

BIP Wealth's DIA Position: Q1 2026 in Review

BIP Wealth increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.4% in Q1 2026, buying an estimated $43.6K and bringing the position to 1,310 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #270.

BIP Wealth first reported a position in DIA in Q2 2023 and has held it in 12 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • BIP Wealth held 1,310 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $607K as of Q1 2026.
  • BIP Wealth bought 90 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $43.6K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #270 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 12 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 BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.