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 Q2	$535K	Buy	1,024 +2	+0.2%	+$999	0.38%	23
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

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

Campbell Deegan Wealth Management's DIA Position: Q2 2026 in Review

Campbell Deegan Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.2% in Q2 2026, buying an estimated $999 and bringing the position to 1,024 shares worth $535K. 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 7 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Campbell Deegan Wealth Management held 1,024 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $535K as of Q2 2026.
Campbell Deegan Wealth Management bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $999.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.38% of Campbell Deegan Wealth Management's portfolio in Q2 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 7 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.