Chung Wu Investment Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Chung Wu Investment Group’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	$8.06M	Buy	15,435 +330	+2%	+$165K	5.3%	5
2026 Q1	$7M	Sell	15,105 -260	-2%	-$126K	6.03%	3
2025 Q4	$7.38M	Hold	15,365	–	–	6.04%	3
2025 Q3	$7.13M	Buy	15,365 +317	+2%	+$143K	5.93%	3
2025 Q2	$6.63M	Sell	15,048 -2,902	-16%	-$1.2M	6.91%	3
2025 Q1	$7.54M	Buy	17,950 +135	+0.8%	+$58.4K	9.01%	2
2024 Q4	$7.58M	Buy	+17,815	New	+$7.71M	7.63%	2

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

Chung Wu Investment Group's DIA Position: Q2 2026 in Review

Chung Wu Investment Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.2% in Q2 2026, buying an estimated $165K and bringing the position to 15,435 shares worth $8.06M. The position accounts for 5.3% of the portfolio, ranked #5.

Chung Wu Investment Group first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Chung Wu Investment Group held 15,435 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.06M as of Q2 2026.
Chung Wu Investment Group bought 330 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $165K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 5.3% of Chung Wu Investment Group's portfolio in Q2 2026, its #5 holding.
Chung Wu Investment Group 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.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.