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

Chemistry 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	$354K	Sell	678 -20	-3%	-$9.99K	0.06%	159
2026 Q1	$323K	Sell	698 -32	-4%	-$15.5K	0.06%	161
2025 Q4	$351K	Hold	730	–	–	0.07%	146
2025 Q3	$339K	Sell	730 -15	-2%	-$6.76K	0.07%	151
2025 Q2	$328K	Sell	745 -24	-3%	-$9.96K	0.07%	139
2025 Q1	$323K	Sell	769 -12	-2%	-$5.19K	0.08%	134
2024 Q4	$332K	Hold	781	–	–	0.08%	131
2024 Q3	$330K	Sell	781 -17	-2%	-$6.91K	0.08%	131
2024 Q2	$312K	Sell	798 -96	-11%	-$37.3K	0.08%	131
2024 Q1	$356K	Sell	894 -27	-3%	-$10.4K	0.1%	123
2023 Q4	$347K	Hold	921	–	–	0.1%	115
2023 Q3	$308K	Sell	921 -52	-5%	-$18K	0.1%	123
2023 Q2	$335K	Sell	973 -45	-4%	-$15.1K	0.11%	115
2023 Q1	$339K	Sell	1,018 -75	-7%	-$24.9K	0.12%	114
2022 Q4	$362K	Buy	+1,093	New	+$355K	0.14%	99

Other funds holding DIA

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

Chemistry Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.9% in Q2 2026, selling an estimated $9.99K and leaving 678 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #159.

Chemistry Wealth Management first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $362K in Q4 2022. 772 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Chemistry Wealth Management held 678 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $354K as of Q2 2026.
Chemistry Wealth Management sold 20 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $9.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Chemistry Wealth Management's portfolio in Q2 2026, its #159 holding.
Chemistry Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
Chemistry Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $362K in Q4 2022.
772 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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