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

Darwin 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
Q1 		$84K Buy
181
+1
+0.6% +$484 0.03% 187
2025
Q4 		$86.8K Sell
180
-6
-3% -$2.84K 0.03% 182
2025
Q3 		$86.7K Hold
186
– – 0.03% 183
2025
Q2 		$82.1K Sell
186
-20
-10% -$8.3K 0.03% 179
2025
Q1 		$88K Hold
206
– – 0.03% 188
2024
Q4 		$88K Hold
206
– – 0.03% 188
2024
Q3 		$87.2K Buy
+206
New +$83.7K 0.02% 196
2021
Q4 		– Sell
-663
Closed -$224K – 170
2021
Q3 		$224K Buy
663
+1
+0.2% +$349 0.04% 153
2021
Q2 		$229K Buy
+662
New +$226K 0.04% 160
2020
Q2 		– Sell
-527
Closed -$115K – 293
2020
Q1 		$115K Buy
+527
New +$140K 0.04% 166

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return