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

Campbell Deegan 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 Q1	$474K	Buy	1,022 +1	+0.1%	+$484	0.38%	23
2025 Q4	$491K	Buy	1,021 +2	+0.2%	+$946	0.4%	23
2025 Q3	$472K	Buy	1,019 +2	+0.2%	+$901	0.42%	20
2025 Q2	$448K	Buy	1,017 +2	+0.2%	+$830	0.44%	20
2025 Q1	$426K	Sell	1,015 -90	-8%	-$38.9K	0.49%	24
2024 Q4	$470K	Buy	+1,105	New	+$478K	0.56%	23

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Campbell Deegan Wealth Management's DIA Position: Q1 2026 in Review

Campbell Deegan Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.1% in Q1 2026, buying an estimated $484 and bringing the position to 1,022 shares worth $474K. The position accounts for 0.38% of the portfolio, ranked #23.

Campbell Deegan Wealth Management first reported a position in DIA in Q4 2024 and has held it in 6 quarters since. The position peaked at $491K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Campbell Deegan Wealth Management held 1,022 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $474K as of Q1 2026.
Campbell Deegan Wealth Management bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q1 2026, an estimated $484.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.38% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #23 holding.
Campbell Deegan Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 6 quarters since.
Campbell Deegan Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $491K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.