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

Daymark 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	$1.5M	Buy	2,880 +25	+0.9%	+$12.5K	0.04%	284
2026 Q1	$1.32M	Sell	2,855 -86	-3%	-$41.7K	0.04%	261
2025 Q4	$1.41M	Buy	2,941 +522	+22%	+$247K	0.05%	239
2025 Q3	$1.12M	Buy	2,419 +368	+18%	+$166K	0.04%	265
2025 Q2	$904K	Buy	2,051 +23	+1%	+$9.54K	0.03%	276
2025 Q1	$852K	Buy	2,028 +6	+0.3%	+$2.6K	0.04%	264
2024 Q4	$860K	Sell	2,022 -107	-5%	-$46.3K	0.04%	257
2024 Q3	$901K	Buy	2,129 +4	+0.2%	+$1.63K	0.04%	258
2024 Q2	$831K	Buy	+2,125	New	+$825K	0.04%	261

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

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

Daymark Wealth Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.88% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,880 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #284.

Daymark Wealth Partners first reported a position in DIA in Q2 2024 and has held it in 9 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Daymark Wealth Partners held 2,880 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.5M as of Q2 2026.
Daymark Wealth Partners bought 25 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $12.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #284 holding.
Daymark Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 9 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.