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

Bogart Wealth LLC’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 		$246K Buy
470
+128
+37% +$63.9K 0.01% 256
2026
Q1 		$158K Sell
342
-139
-29% -$67.3K 0.01% 294
2025
Q4 		$231K Buy
481
+1
+0.2% +$473 0.01% 241
2025
Q3 		$222K Buy
480
+58
+14% +$26.1K 0.01% 234
2025
Q2 		$186K Buy
422
+169
+67% +$70.1K 0.01% 247
2025
Q1 		$106K Buy
253
+1
+0.4% +$432 0.01% 304
2024
Q4 		$107K Hold
252
– – 0.01% 308
2024
Q3 		$107K Hold
252
– – 0.01% 302
2024
Q2 		$98.4K Buy
252
+1
+0.4% +$388 0.01% 301
2024
Q1 		$100K Sell
251
-4
-2% -$1.54K 0.01% 285
2023
Q4 		$96.2K Sell
255
-18
-7% -$6.29K 0.01% 275
2023
Q3 		$91.5K Buy
273
+25
+10% +$8.67K 0.01% 262
2023
Q2 		$85.2K Buy
248
+2
+0.8% +$673 0.01% 257
2023
Q1 		$81.7K Buy
246
+51
+26% +$16.9K 0.01% 251
2022
Q4 		$64.5K Buy
195
+18
+10% +$5.85K ﹤0.01% 276
2022
Q3 		$51K Buy
177
+127
+254% +$40.4K ﹤0.01% 295
2022
Q2 		$15K Hold
50
– – ﹤0.01% 462
2022
Q1 		$17K Sell
50
-100
-67% -$34.7K ﹤0.01% 409
2021
Q4 		$54K Hold
150
– – ﹤0.01% 253
2021
Q3 		$51K Buy
150
+100
+200% +$34.9K 0.01% 247
2021
Q2 		$17K Hold
50
– – ﹤0.01% 363
2021
Q1 		$17K Hold
50
– – ﹤0.01% 346
2020
Q4 		$15K Hold
50
– – ﹤0.01% 287
2020
Q3 		$13K Hold
50
– – ﹤0.01% 279
2020
Q2 		$13K Hold
50
– – ﹤0.01% 265
2020
Q1 		$11K Hold
50
– – ﹤0.01% 257
2019
Q4 		$14K Hold
50
– – ﹤0.01% 256
2019
Q3 		$13K Hold
50
– – 0.01% 238
2019
Q2 		$13K Hold
50
– – 0.01% 222
2019
Q1 		$12K Hold
50
– – 0.01% 229
2018
Q4 		$11K Hold
50
– – 0.01% 232
2018
Q3 		$13K Hold
50
– – 0.01% 214
2018
Q2 		$12K Buy
+50
New +$12.3K 0.01% 228

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

Bogart Wealth LLC's DIA Position: Q2 2026 in Review

Bogart Wealth LLC increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 37% in Q2 2026, buying an estimated $63.9K and bringing the position to 470 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #256.

Bogart Wealth LLC first reported a position in DIA in Q2 2018 and has held it in 33 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Bogart Wealth LLC held 470 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $246K as of Q2 2026.
  • Bogart Wealth LLC bought 128 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $63.9K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #256 holding.
  • Bogart Wealth LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2018 and has held it in 33 quarters since.
  • 1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.