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

Blue Bell Private 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
2021 Q1	–	Sell	-2	Closed	-$10K	–	175
2020 Q4	$10K	Buy	+2	New	+$582	﹤0.01%	133
2020 Q1	–	Sell	-14	Closed	-$22K	–	202
2019 Q4	$22K	Buy	+14	New	+$3.86K	0.01%	136
2018 Q1	–	Sell	-64	Closed	-$108K	–	225
2017 Q4	$108K	Buy	+64	New	+$15.2K	0.05%	100
2017 Q2	–	Sell	-25	Closed	-$39K	–	247
2017 Q1	$39K	Sell	25 -102	-80%	-$20.8K	0.02%	141
2016 Q4	$170K	Buy	127 +116	+1,055%	+$21.9K	0.1%	78
2016 Q3	$7K	Sell	11 -5	-31%	-$918	﹤0.01%	366
2016 Q2	$13K	Buy	+16	New	+$2.84K	0.01%	337

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Blue Bell Private Wealth Management's DIA Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 17% in Q1 2026, buying an estimated $1.43M and bringing the position to 20,471 shares worth $9.48M. The position accounts for 1.36% of the portfolio, ranked #13.

Blue Bell Private Wealth Management first reported a position in DIA in Q2 2013 and has held it in 52 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Blue Bell Private Wealth Management held 20,471 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.48M as of Q1 2026.
Blue Bell Private Wealth Management bought 2,950 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $1.43M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.36% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #13 holding.
Blue Bell Private Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 52 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 Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.