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

Concord Wealth Partners’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	$1.02M	Buy	1,949 +45	+2%	+$22.5K	0.12%	128
2026 Q1	$882K	Sell	1,904 -729	-28%	-$353K	0.11%	132
2025 Q4	$1.27M	Buy	2,633 +152	+6%	+$71.9K	0.16%	114
2025 Q3	$1.15M	Buy	2,481 +105	+4%	+$47.3K	0.16%	121
2025 Q2	$1.05M	Sell	2,376 -58	-2%	-$24.1K	0.15%	129
2025 Q1	$1.02M	Buy	2,434 +2,288	+1,567%	+$990K	0.17%	116
2024 Q4	$62.1K	Buy	146 +6	+4%	+$2.6K	0.01%	297
2024 Q3	$59.1K	Hold	140	–	–	0.01%	313
2024 Q2	$54.6K	Buy	140 +1	+0.7%	+$388	0.01%	300
2024 Q1	$55.4K	Hold	139	–	–	0.01%	336
2023 Q4	$52.5K	Hold	139	–	–	0.01%	352
2023 Q3	$46.6K	Hold	139	–	–	0.01%	389
2023 Q2	$47.7K	Buy	139 +100	+256%	+$33.7K	0.01%	373
2023 Q1	$12.9K	Buy	39 +1	+3%	+$332	﹤0.01%	556
2022 Q4	$12.7K	Buy	+38	New	+$12.4K	﹤0.01%	601
2022 Q3	–	Sell	-38	Closed	-$12K	–	390
2022 Q2	$12K	Sell	38 -130	-77%	-$42.5K	﹤0.01%	648
2022 Q1	$58K	Hold	168	–	–	0.02%	401
2021 Q4	$61K	Buy	168 +38	+29%	+$13.5K	0.01%	419
2021 Q3	$44K	Hold	130	–	–	0.02%	238
2021 Q2	$45K	Hold	130	–	–	0.01%	371
2021 Q1	$43K	Hold	130	–	–	0.01%	362
2020 Q4	$40K	Buy	+130	New	+$37.8K	0.03%	232

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

Concord Wealth Partners's DIA Position: Q2 2026 in Review

Concord Wealth Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.4% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,949 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #128.

Concord Wealth Partners first reported a position in DIA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.27M in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Concord Wealth Partners held 1,949 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.02M as of Q2 2026.
Concord Wealth Partners bought 45 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $22.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Concord Wealth Partners's portfolio in Q2 2026, its #128 holding.
Concord Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.27M in Q4 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.