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

BNC 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	$300K	Sell	574 -50	-8%	-$25K	0.07%	85
2026 Q1	$289K	Sell	624 -10	-2%	-$4.84K	0.08%	88
2025 Q4	$305K	Hold	634	–	–	0.08%	79
2025 Q3	$294K	Sell	634 -23	-4%	-$10.4K	0.07%	79
2025 Q2	$290K	Sell	657 -31	-5%	-$12.9K	0.09%	75
2025 Q1	$289K	Sell	688 -17	-2%	-$7.35K	0.1%	76
2024 Q4	$300K	Sell	705 -98	-12%	-$42.4K	0.1%	76
2024 Q3	$340K	Sell	803 -222	-22%	-$90.2K	0.13%	71
2024 Q2	$401K	Sell	1,025 -101	-9%	-$39.2K	0.15%	70
2024 Q1	$448K	Sell	1,126 -144	-11%	-$55.5K	0.19%	69
2023 Q4	$479K	Sell	1,270 -7	-0.5%	-$2.45K	0.23%	68
2023 Q3	$428K	Buy	1,277 +10	+0.8%	+$3.47K	0.23%	66
2023 Q2	$436K	Hold	1,267	–	–	0.23%	66
2023 Q1	$421K	Buy	1,267 +1	+0.1%	+$332	0.24%	76
2022 Q4	$420K	Hold	1,266	–	–	0.25%	77
2022 Q3	$364K	Buy	1,266 +1	+0.1%	+$318	0.22%	77
2022 Q2	$389K	Hold	1,265	–	–	0.2%	80
2022 Q1	$439K	Sell	1,265 -13	-1%	-$4.51K	0.22%	73
2021 Q4	$464K	Buy	+1,278	New	+$454K	0.22%	72

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

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

BNC Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8% in Q2 2026, selling an estimated $25K and leaving 574 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #85.

BNC Wealth Management first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $479K in Q4 2023. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

BNC Wealth Management held 574 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $300K as of Q2 2026.
BNC Wealth Management sold 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $25K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of BNC Wealth Management's portfolio in Q2 2026, its #85 holding.
BNC Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
BNC Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $479K in Q4 2023.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.