Cassaday & Co Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Cassaday & Co 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	$932K	Buy	1,784 +142	+9%	+$70.9K	0.02%	160
2026 Q1	$761K	Sell	1,642 -11	-0.7%	-$5.33K	0.02%	170
2025 Q4	$794K	Buy	1,653 +11	+0.7%	+$5.2K	0.02%	162
2025 Q3	$761K	Sell	1,642 -6	-0.4%	-$2.7K	0.02%	168
2025 Q2	$726K	Buy	1,648 +342	+26%	+$142K	0.02%	166
2025 Q1	$548K	Hold	1,306	–	–	0.02%	187
2024 Q4	$556K	Sell	1,306 -15	-1%	-$6.49K	0.02%	180
2024 Q3	$559K	Sell	1,321 -9	-0.7%	-$3.66K	0.02%	175
2024 Q2	$520K	Buy	+1,330	New	+$516K	0.02%	166
2023 Q4	–	Sell	-824	Closed	-$276K	–	271
2023 Q3	$276K	Buy	+824	New	+$286K	0.01%	204
2023 Q2	–	Sell	-694	Closed	-$231K	–	260
2023 Q1	$231K	Hold	694	–	–	0.01%	233
2022 Q4	$230K	Buy	+694	New	+$226K	0.01%	223

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

Cassaday & Co Wealth Management's DIA Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.6% in Q2 2026, buying an estimated $70.9K and bringing the position to 1,784 shares worth $932K. The position accounts for 0.02% of the portfolio, ranked #160.

Cassaday & Co Wealth Management first reported a position in DIA in Q4 2022 and has held it in 12 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Cassaday & Co Wealth Management held 1,784 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $932K as of Q2 2026.
Cassaday & Co Wealth Management bought 142 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $70.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #160 holding.
Cassaday & Co Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 12 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 Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.