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

Collaborative 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	–	Sell	-448	Closed	-$208K	–	174
2026 Q1	$208K	Sell	448 -47	-9%	-$22.8K	0.1%	145
2025 Q4	$238K	Sell	495 -7	-1%	-$3.31K	0.08%	202
2025 Q3	$233K	Sell	502 -56	-10%	-$25.2K	0.09%	165
2025 Q2	$246K	Sell	558 -56	-9%	-$23.2K	0.11%	158
2025 Q1	$258K	Sell	614 -96	-14%	-$41.5K	0.12%	135
2024 Q4	$302K	Sell	710 -34	-5%	-$14.7K	0.14%	127
2024 Q3	$315K	Sell	744 -183	-20%	-$74.3K	0.14%	124
2024 Q2	$363K	Sell	927 -10	-1%	-$3.88K	0.18%	109
2024 Q1	$373K	Sell	937 -187	-17%	-$72K	0.19%	106
2023 Q4	$424K	Sell	1,124 -129	-10%	-$45.1K	0.23%	91
2023 Q3	$420K	Sell	1,253 -113	-8%	-$39.2K	0.25%	91
2023 Q2	$470K	Sell	1,366 -11	-0.8%	-$3.7K	0.28%	85
2023 Q1	$458K	Buy	1,377 +25	+2%	+$8.31K	0.29%	88
2022 Q4	$448K	Sell	1,352 -138	-9%	-$44.9K	0.29%	90
2022 Q3	$428K	Sell	1,490 -5,250	-78%	-$1.67M	0.3%	87
2022 Q2	$2.08M	Buy	+6,740	New	+$2.2M	1.36%	14
2021 Q4	$1.9M	Buy	+5,229	New	+$1.86M	1.04%	26
2021 Q1	$2M	Buy	+5,773	New	+$1.82M	1.15%	22

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

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

Collaborative Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 448 shares — an estimated $208K sold.

Collaborative Wealth Management first reported a position in DIA in Q1 2021 and held it in 18 quarters. The position peaked at $2.08M in Q2 2022. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Collaborative Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Collaborative Wealth Management sold 448 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $208K.
Collaborative Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 18 quarters.
Collaborative Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.08M in Q2 2022.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.