BOK Financial Private Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

BOK Financial Private 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 Q2	$211K	Hold	402	–	–	0.01%	182
2026 Q1	$187K	Hold	402	–	–	0.01%	177
2025 Q4	$194K	Hold	402	–	–	0.01%	187
2025 Q3	$187K	Hold	402	–	–	0.01%	175
2025 Q2	$178K	Buy	402 +16	+4%	+$6.64K	0.01%	179
2025 Q1	$162K	Hold	386	–	–	0.01%	183
2024 Q4	$165K	Hold	386	–	–	0.01%	177
2024 Q3	$164K	Hold	386	–	–	0.01%	178
2024 Q2	$151K	Hold	386	–	–	0.01%	181
2024 Q1	$154K	Hold	386	–	–	0.01%	182
2023 Q4	$146K	Hold	386	–	–	0.01%	180
2023 Q3	$130K	Hold	386	–	–	0.01%	177
2023 Q2	$133K	Sell	386 -223	-37%	-$75.1K	0.01%	175
2023 Q1	$203K	Hold	609	–	–	0.02%	159
2022 Q4	$202K	Hold	609	–	–	0.02%	155
2022 Q3	$175K	Hold	609	–	–	0.02%	177
2022 Q2	$188K	Hold	609	–	–	0.02%	176
2022 Q1	$211K	Buy	+609	New	+$211K	0.02%	293
2020 Q2	–	Sell	-1,063	Closed	-$233K	–	166
2020 Q1	$233K	Sell	1,063 -8	-0.7%	-$2.13K	0.03%	162
2019 Q4	$305K	Buy	+1,071	New	+$295K	0.03%	154

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

BOK Financial Private Wealth's DIA Position: Q2 2026 in Review

BOK Financial Private Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 402 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #182.

BOK Financial Private Wealth first reported a position in DIA in Q4 2019 and has held it in 20 quarters since. The position peaked at $305K in Q4 2019. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

BOK Financial Private Wealth held 402 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $211K as of Q2 2026.
BOK Financial Private Wealth left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #182 holding.
BOK Financial Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 20 quarters since.
BOK Financial Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $305K in Q4 2019.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.