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

BSW Wealth Partners’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 		$380K Buy
+727
New +$363K 0.04% 218
2025
Q1 		– Sell
-845
Closed -$360K – 316
2024
Q4 		$360K Buy
+845
New +$366K 0.05% 205

Other funds holding DIA

TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

BSW Wealth Partners's DIA Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 727 shares worth $380K. The stake represents 0.04% of the portfolio and ranks #218 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in DIA as recently as Q4 2024.

BSW Wealth Partners first reported a position in DIA in Q4 2024 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • BSW Wealth Partners held 727 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $380K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new BSW Wealth Partners position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #218 holding.
  • BSW Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.