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

Centurion 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	$431K	Sell	824 -755	-48%	-$377K	0.1%	175
2026 Q1	$732K	Hold	1,579	–	–	0.16%	116
2025 Q4	$759K	Sell	1,579 -99	-6%	-$46.8K	0.17%	108
2025 Q3	$778K	Buy	1,678 +82	+5%	+$37K	0.18%	107
2025 Q2	$703K	Buy	1,596 +1,097	+220%	+$455K	0.2%	88
2025 Q1	$212K	Hold	499	–	–	0.07%	202
2024 Q4	$212K	Hold	499	–	–	0.07%	202
2024 Q3	$211K	Buy	+499	New	+$203K	0.07%	200

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

Centurion Wealth Management's DIA Position: Q2 2026 in Review

Centurion Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 48% in Q2 2026, selling an estimated $377K and leaving 824 shares worth $431K. The position accounts for 0.1% of the portfolio, ranked #175.

Centurion Wealth Management first reported a position in DIA in Q3 2024 and has held it in 8 quarters since. The position peaked at $778K in Q3 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Centurion Wealth Management held 824 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $431K as of Q2 2026.
Centurion Wealth Management sold 755 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $377K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Centurion Wealth Management's portfolio in Q2 2026, its #175 holding.
Centurion Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 8 quarters since.
Centurion Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $778K in Q3 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.