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

BlackDiamond 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	$878K	Buy	1,628 +738	+83%	+$369K	0.35%	66
2026 Q1	$412K	Buy	890 +76	+9%	+$36.8K	0.2%	110
2025 Q4	$408K	Sell	814 -78	-9%	-$36.9K	0.2%	106
2025 Q3	$413K	Buy	892 +69	+8%	+$31.1K	0.23%	84
2025 Q2	$366K	Buy	823 +31	+4%	+$12.9K	0.21%	91
2025 Q1	$327K	Sell	792 -183	-19%	-$79.1K	0.22%	89
2024 Q4	$415K	Sell	975 -4	-0.4%	-$1.73K	0.24%	93
2024 Q3	$430K	Buy	979 +157	+19%	+$63.8K	0.26%	89
2024 Q2	$324K	Buy	822 +42	+5%	+$16.3K	0.21%	103
2024 Q1	$310K	Buy	780 +31	+4%	+$11.9K	0.22%	103
2023 Q4	$287K	Sell	749 -19	-2%	-$6.64K	0.21%	101
2023 Q3	$253K	Sell	768 -72	-9%	-$25K	0.23%	98
2023 Q2	$298K	Buy	840 +229	+37%	+$77.1K	0.25%	92
2023 Q1	$205K	Buy	+611	New	+$203K	0.21%	108

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

BlackDiamond Wealth Management's DIA Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 83% in Q2 2026, buying an estimated $369K and bringing the position to 1,628 shares worth $878K. The position accounts for 0.35% of the portfolio, ranked #66.

BlackDiamond Wealth Management first reported a position in DIA in Q1 2023 and has held it in 14 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

BlackDiamond Wealth Management held 1,628 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $878K as of Q2 2026.
BlackDiamond Wealth Management bought 738 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $369K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.35% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #66 holding.
BlackDiamond Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 14 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 BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.