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

Denver 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 		$725K Sell
1,388
-18
-1% -$8.99K 0.21% 46
2026
Q1 		$651K Sell
1,406
-71
-5% -$34.4K 0.22% 54
2025
Q4 		$710K Sell
1,477
-30
-2% -$14.2K 0.25% 45
2025
Q3 		$699K Sell
1,507
-9
-0.6% -$4.06K 0.26% 43
2025
Q2 		$668K Sell
1,516
-39
-3% -$16.2K 0.28% 41
2025
Q1 		$653K Sell
1,555
-82
-5% -$35.5K 0.3% 39
2024
Q4 		$696K Sell
1,637
-17
-1% -$7.36K 0.31% 37
2024
Q3 		$700K Sell
1,654
-64
-4% -$26K 0.32% 40
2024
Q2 		$672K Sell
1,718
-96
-5% -$37.3K 0.34% 41
2024
Q1 		$722K Sell
1,814
-25
-1% -$9.63K 0.37% 39
2023
Q4 		$693K Sell
1,839
-101
-5% -$35.3K 0.39% 36
2023
Q3 		$650K Sell
1,940
-186
-9% -$64.5K 0.42% 36
2023
Q2 		$731K Sell
2,126
-248
-10% -$83.5K 0.51% 34
2023
Q1 		$790K Sell
2,374
-32
-1% -$10.6K 0.55% 36
2022
Q4 		$797K Sell
2,406
-326
-12% -$106K 0.6% 36
2022
Q3 		$785K Sell
2,732
-91
-3% -$28.9K 0.74% 26
2022
Q2 		$869K Buy
+2,823
New +$923K 0.91% 19
2021
Q4 		$8.87M Buy
+24,415
New +$8.67M 8.51% 3
2021
Q1 		$1.3M Buy
+3,757
New +$1.19M 1.37% 17

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

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

Denver Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.3% in Q2 2026, selling an estimated $8.99K and leaving 1,388 shares worth $725K. The position accounts for 0.21% of the portfolio, ranked #46.

Denver Wealth Management first reported a position in DIA in Q1 2021 and has held it in 19 quarters since. The position peaked at $8.87M in Q4 2021. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Denver Wealth Management held 1,388 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $725K as of Q2 2026.
  • Denver Wealth Management sold 18 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $8.99K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.21% of Denver Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Denver Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 19 quarters since.
  • Denver Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.87M in Q4 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 Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.