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 Q2	$95K	Hold	181	–	–	0.03%	186
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

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

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

Darwin Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 181 shares worth $95K. The position accounts for 0.03% of the portfolio, ranked #186.

Darwin Wealth Management first reported a position in DIA in Q1 2020 and has held it in 11 quarters since. The position peaked at $229K in Q2 2021. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Darwin Wealth Management held 181 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $95K as of Q2 2026.
Darwin Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Darwin Wealth Management's portfolio in Q2 2026, its #186 holding.
Darwin Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 11 quarters since.
Darwin Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $229K in Q2 2021.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.