Carson Wealth (CWM LLC)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.88M | Buy |
10,527
+182
| +2% | +$88.2K | 0.01% | 822 |
|
|
2025
Q4 | $4.97M | Sell |
10,345
-355
| -3% | -$168K | 0.01% | 776 |
|
|
2025
Q3 | $4.96M | Buy |
10,700
+904
| +9% | +$407K | 0.01% | 719 |
|
|
2025
Q2 | $4.32M | Sell |
9,796
-3,312
| -25% | -$1.37M | 0.02% | 638 |
|
|
2025
Q1 | $5.5M | Sell |
13,108
-1,010
| -7% | -$437K | 0.02% | 502 |
|
|
2024
Q4 | $6.01M | Buy |
14,118
+7,566
| +115% | +$3.28M | 0.02% | 436 |
|
|
2024
Q3 | $2.77M | Sell |
6,552
-1,494
| -19% | -$607K | 0.01% | 598 |
|
|
2024
Q2 | $3.15M | Buy |
8,046
+97
| +1% | +$37.7K | 0.01% | 525 |
|
|
2024
Q1 | $3.16M | Buy |
7,949
+393
| +5% | +$151K | 0.02% | 517 |
|
|
2023
Q4 | $2.85M | Buy |
7,556
+2,492
| +49% | +$871K | 0.02% | 515 |
|
|
2023
Q3 | $1.7M | Sell |
5,064
-657
| -11% | -$228K | 0.01% | 585 |
|
|
2023
Q2 | $1.97M | Sell |
5,721
-767
| -12% | -$258K | 0.01% | 523 |
|
|
2023
Q1 | $2.16M | Buy |
6,488
+731
| +13% | +$243K | 0.01% | 464 |
|
|
2022
Q4 | $1.91M | Buy |
5,757
+1,591
| +38% | +$517K | 0.01% | 460 |
|
|
2022
Q3 | $1.2M | Buy |
4,166
+2,000
| +92% | +$636K | 0.01% | 515 |
|
|
2022
Q2 | $667K | Sell |
2,166
-125
| -5% | -$40.9K | 0.01% | 667 |
|
|
2022
Q1 | $795K | Buy |
2,291
+112
| +5% | +$38.9K | 0.01% | 617 |
|
|
2021
Q4 | $792K | Buy |
+2,179
| New | +$774K | 0.01% | 626 |
|
|
2021
Q2 | $528K | Hold |
1,530
| – | – | ﹤0.01% | 667 |
|
|
2021
Q1 | $528K | Hold |
1,530
| – | – | ﹤0.01% | 667 |
|
|
2020
Q4 | $528K | Hold |
1,530
| – | – | ﹤0.01% | 667 |
|
|
2020
Q3 | $528K | Hold |
1,530
| – | – | ﹤0.01% | 667 |
|
|
2020
Q2 | $528K | Hold |
1,530
| – | – | ﹤0.01% | 667 |
|
|
2020
Q1 | $528K | Hold |
1,530
| – | – | ﹤0.01% | 667 |
|
|
2019
Q4 | $528K | Hold |
1,530
| – | – | ﹤0.01% | 667 |
|
|
2019
Q3 | $528K | Hold |
1,530
| – | – | ﹤0.01% | 667 |
|
|
2019
Q2 | $528K | Hold |
1,530
| – | – | ﹤0.01% | 667 |
|
|
2019
Q1 | $528K | Buy |
1,530
+974
| +175% | +$245K | ﹤0.01% | 667 |
|
|
2018
Q4 | $130K | Sell |
556
-114
| -17% | -$28.4K | ﹤0.01% | 680 |
|
|
2018
Q3 | $177K | Sell |
670
-52
| -7% | -$13.3K | ﹤0.01% | 536 |
|
|
2018
Q2 | $175K | Sell |
722
-38,416
| -98% | -$9.43M | 0.01% | 441 |
|
|
2018
Q1 | $9.45M | Sell |
39,138
-7,962
| -17% | -$2M | 0.38% | 66 |
|
|
2017
Q4 | $11.7M | Sell |
47,100
-4,290
| -8% | -$1.02M | 0.52% | 50 |
|
|
2017
Q3 | $11.5M | Sell |
51,390
-7,459
| -13% | -$1.63M | 0.54% | 49 |
|
|
2017
Q2 | $12.5M | Buy |
58,849
+58,710
| +42,237% | +$12.3M | 0.64% | 45 |
|
|
2017
Q1 | $29K | Hold |
139
| – | – | ﹤0.01% | 543 |
|
|
2016
Q4 | $27K | Hold |
139
| – | – | ﹤0.01% | 533 |
|
|
2016
Q3 | $25K | Hold |
139
| – | – | ﹤0.01% | 518 |
|
|
2016
Q2 | $25K | Buy |
139
+97
| +231% | +$17.2K | ﹤0.01% | 444 |
|
|
2016
Q1 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 561 |
|
|
2015
Q4 | – | Sell |
-606
| Closed | -$99K | – | 696 |
|
|
2015
Q3 | $99K | Buy |
+606
| New | +$103K | 0.01% | 241 |
|
Other funds holding DIA
Carson Wealth (CWM LLC)'s DIA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.8% in Q1 2026, buying an estimated $88.2K and bringing the position to 10,527 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #822.
Carson Wealth (CWM LLC) first reported a position in DIA in Q3 2015 and has held it in 41 quarters since. The position peaked at $12.5M in Q2 2017. 1,370 funds tracked by Wall St. Rank hold DIA as of Q1 2026.
- Carson Wealth (CWM LLC) held 10,527 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.88M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 182 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $88.2K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #822 holding.
- Carson Wealth (CWM LLC) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2015 and has held it in 41 quarters since.
- Carson Wealth (CWM LLC)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $12.5M in Q2 2017.
- 1,370 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.