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

CM 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	$55.7M	Sell	106,644 -2,328	-2%	-$1.16M	10.05%	3
2026 Q1	$50.6M	Sell	108,972 -177	-0.2%	-$85.7K	10.77%	3
2025 Q4	$52.5M	Sell	109,149 -1,545	-1%	-$731K	11.87%	2
2025 Q3	$51.4M	Sell	110,694 -846	-0.8%	-$381K	13.56%	2
2025 Q2	$49.3M	Sell	111,540 -1,401	-1%	-$581K	14.49%	2
2025 Q1	$47.5M	Sell	112,941 -1,327	-1%	-$574K	15.19%	2
2024 Q4	$48.7M	Sell	114,268 -20,848	-15%	-$9.02M	15.93%	2
2024 Q3	$57.3M	Buy	135,116 +26,432	+24%	+$10.7M	18.56%	2
2024 Q2	$42.6M	Sell	108,684 -26,756	-20%	-$10.4M	20.25%	1
2024 Q1	$52.7M	Buy	135,440 +26,070	+24%	+$10M	15.05%	2
2023 Q4	$41.3M	Sell	109,370 -214	-0.2%	-$74.8K	17.76%	2
2023 Q3	$38.2M	Buy	109,584 +23,203	+27%	+$8.05M	14.72%	3
2023 Q2	$30.6M	Sell	86,381 -50,444	-37%	-$17M	10.05%	3
2023 Q1	$45.6M	Buy	136,825 +20,363	+17%	+$6.77M	8.82%	1
2022 Q4	$38.7M	Sell	116,462 -5,865	-5%	-$1.91M	19.75%	2
2022 Q3	$35.2M	Sell	122,327 -1,727	-1%	-$549K	19.53%	2
2022 Q2	$7.41M	Buy	+124,054	New	+$40.6M	4.53%	4

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

CM Wealth Advisors's DIA Position: Q2 2026 in Review

CM Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.1% in Q2 2026, selling an estimated $1.16M and leaving 106,644 shares worth $55.7M. The position accounts for 10.05% of the portfolio, ranked #3.

CM Wealth Advisors first reported a position in DIA in Q2 2022 and has held it in 17 quarters since. The position peaked at $57.3M in Q3 2024. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

CM Wealth Advisors held 106,644 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $55.7M as of Q2 2026.
CM Wealth Advisors sold 2,328 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.16M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 10.05% of CM Wealth Advisors's portfolio in Q2 2026, its #3 holding.
CM Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $57.3M in Q3 2024.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.