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

Buck Wealth Strategies’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	$38.1K	Buy	+73	New	+$36.5K	﹤0.01%	382
2023 Q3	–	Sell	-69	Closed	-$23.7K	–	376
2023 Q2	$23.7K	Sell	69 -13	-16%	-$4.38K	0.01%	106
2023 Q1	$27.3K	Buy	+82	New	+$27.2K	0.01%	73

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

Buck Wealth Strategies's DIA Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 73 shares worth $38.1K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in DIA as recently as Q2 2023.

Buck Wealth Strategies first reported a position in DIA in Q1 2023 and has held it in 3 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Buck Wealth Strategies held 73 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $38.1K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Buck Wealth Strategies position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #382 holding.
Buck Wealth Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 3 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 Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.