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

CreativeOne Wealth’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 		$9.61M Buy
18,394
+1,739
+10% +$868K 0.21% 86
2026
Q1 		$7.71M Buy
16,655
+2,113
+15% +$1.02M 0.18% 107
2025
Q4 		$6.99M Buy
14,542
+2,054
+16% +$972K 0.17% 109
2025
Q3 		$5.79M Buy
12,488
+1,008
+9% +$454K 0.14% 132
2025
Q2 		$5.06M Buy
11,480
+383
+3% +$159K 0.13% 150
2025
Q1 		$4.66M Buy
11,097
+2,056
+23% +$889K 0.14% 143
2024
Q4 		$3.85M Buy
9,041
+2,322
+35% +$1.01M 0.12% 161
2024
Q3 		$2.84M Buy
6,719
+2,289
+52% +$930K 0.1% 203
2024
Q2 		$1.73M Sell
4,430
-2,132
-32% -$828K 0.09% 215
2024
Q1 		$2.61M Buy
6,562
+2,783
+74% +$1.07M 0.1% 180
2023
Q4 		$1.42M Buy
3,779
+94
+3% +$32.8K 0.09% 199
2023
Q3 		$1.23M Sell
3,685
-1,338
-27% -$464K 0.09% 208
2023
Q2 		$1.73M Buy
5,023
+250
+5% +$84.1K 0.08% 239
2023
Q1 		$1.59M Buy
4,773
+246
+5% +$81.7K 0.08% 229
2022
Q4 		$1.5M Buy
4,527
+431
+11% +$140K 0.08% 214
2022
Q3 		$1.18M Sell
4,096
-2
-0% -$636 0.07% 237
2022
Q2 		$1.26M Sell
4,098
-866
-17% -$283K 0.07% 222
2022
Q1 		$1.72M Buy
4,964
+610
+14% +$212K 0.09% 190
2021
Q4 		$1.58M Sell
4,354
-259
-6% -$92K 0.08% 211
2021
Q3 		$1.56M Sell
4,613
-203
-4% -$70.9K 0.09% 194
2021
Q2 		$1.66M Sell
4,816
-353
-7% -$120K 0.1% 172
2021
Q1 		$1.71M Buy
5,169
+34
+0.7% +$10.7K 0.13% 139
2020
Q4 		$1.57M Buy
+5,135
New +$1.49M 0.13% 129

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CreativeOne Wealth's DIA Position: Q2 2026 in Review

CreativeOne Wealth increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 10% in Q2 2026, buying an estimated $868K and bringing the position to 18,394 shares worth $9.61M. The position accounts for 0.21% of the portfolio, ranked #86.

CreativeOne Wealth first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • CreativeOne Wealth held 18,394 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.61M as of Q2 2026.
  • CreativeOne Wealth bought 1,739 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $868K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.21% of CreativeOne Wealth's portfolio in Q2 2026, its #86 holding.
  • CreativeOne Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.