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

Cherry Tree 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 Q1	$208K	Hold	450	–	–	0.04%	160
2025 Q4	$216K	Hold	450	–	–	0.05%	160
2025 Q3	$209K	Hold	450	–	–	0.05%	161
2025 Q2	$198K	Hold	450	–	–	0.05%	159
2025 Q1	$189K	Buy	450 +288	+178%	+$125K	0.05%	162
2024 Q4	$68.9K	Sell	162 -84	-34%	-$36.4K	0.02%	234
2024 Q3	$104K	Buy	246 +84	+52%	+$34.1K	0.02%	209
2024 Q2	$63.4K	Hold	162	–	–	0.02%	241
2024 Q1	$64.4K	Hold	162	–	–	0.02%	238
2023 Q4	$61.1K	Hold	162	–	–	0.02%	228
2023 Q3	$54.3K	Hold	162	–	–	0.02%	225
2023 Q2	$55.7K	Buy	+162	New	+$54.5K	0.02%	223

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cherry Tree Wealth Management's DIA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 450 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #160.

Cherry Tree Wealth Management first reported a position in DIA in Q2 2023 and has held it in 12 quarters since. The position peaked at $216K in Q4 2025. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Cherry Tree Wealth Management held 450 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $208K as of Q1 2026.
Cherry Tree Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #160 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $216K in Q4 2025.
1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.