Chokshi & Queen Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Chokshi & Queen Wealth Advisors’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	$1.42M	Sell	2,709 -79	-3%	-$39.5K	0.66%	19
2026 Q1	$1.29M	Sell	2,788 -112	-4%	-$54.3K	0.69%	19
2025 Q4	$1.39M	Buy	2,900 +12	+0.4%	+$5.68K	0.73%	21
2025 Q3	$1.34M	Buy	2,888 +376	+15%	+$169K	0.71%	19
2025 Q2	$1.11M	Buy	2,512 +669	+36%	+$278K	0.63%	20
2025 Q1	$774K	Buy	1,843 +200	+12%	+$86.5K	0.47%	23
2024 Q4	$699K	Buy	+1,643	New	+$711K	0.43%	23

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

Chokshi & Queen Wealth Advisors's DIA Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.8% in Q2 2026, selling an estimated $39.5K and leaving 2,709 shares worth $1.42M. The position accounts for 0.66% of the portfolio, ranked #19.

Chokshi & Queen Wealth Advisors first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Chokshi & Queen Wealth Advisors held 2,709 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.42M as of Q2 2026.
Chokshi & Queen Wealth Advisors sold 79 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $39.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.66% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Chokshi & Queen Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.