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

Dakota 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
2020
Q3 		– Sell
-2,000
Closed -$516K – 300
2020
Q2 		$516K Buy
+2,000
New +$492K 0.09% 166

Other funds holding DIA

Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dakota Wealth Management's DIA Position: Q1 2026 in Review

Dakota Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 574 shares — an estimated $276K sold.

Dakota Wealth Management first reported a position in DIA in Q2 2020 and held it in 2 quarters. The position peaked at $276K in Q4 2025. 1,361 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Dakota Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 574 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $276K.
  • Dakota Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and held it in 2 quarters.
  • Dakota Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $276K in Q4 2025.
  • 1,361 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.