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

Destination 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	$589K	Buy	1,128 +1	+0.1%	+$499	0.01%	206
2026 Q1	$522K	Hold	1,127	–	–	0.01%	202
2025 Q4	$542K	Sell	1,127 -371	-25%	-$175K	0.01%	185
2025 Q3	$695K	Buy	1,498 +1	+0.1%	+$451	0.02%	152
2025 Q2	$660K	Hold	1,497	–	–	0.02%	152
2025 Q1	$629K	Sell	1,497 -1	-0.1%	-$432	0.02%	147
2024 Q4	$637K	Buy	1,498 +1	+0.1%	+$433	0.02%	141
2024 Q3	$634K	Sell	1,497 -30	-2%	-$12.2K	0.02%	141
2024 Q2	$597K	Buy	1,527 +33	+2%	+$12.8K	0.02%	142
2024 Q1	$594K	Sell	1,494 -299	-17%	-$115K	0.02%	144
2023 Q4	$676K	Buy	1,793 +301	+20%	+$105K	0.02%	138
2023 Q3	$500K	Sell	1,492 -418	-22%	-$145K	0.02%	144
2023 Q2	$657K	Buy	1,910 +1	+0.1%	+$337	0.02%	139
2023 Q1	$635K	Buy	1,909 +1	+0.1%	+$332	0.02%	136
2022 Q4	$632K	Buy	1,908 +510	+36%	+$166K	0.03%	134
2022 Q3	$402K	Buy	1,398 +626	+81%	+$199K	0.02%	142
2022 Q2	$238K	Buy	772 +1	+0.1%	+$327	0.01%	180
2022 Q1	$267K	Buy	771 +89	+13%	+$30.9K	0.01%	176
2021 Q4	$248K	Buy	+682	New	+$242K	0.01%	184
2019 Q2	–	Sell	-310	Closed	-$80K	–	595
2019 Q1	$80K	Buy	+310	New	+$78K	﹤0.01%	212
2018 Q4	–	Sell	-42	Closed	-$11K	–	552
2018 Q3	$11K	Hold	42	–	–	﹤0.01%	448
2018 Q2	$10K	Sell	42 -1,105	-96%	-$271K	﹤0.01%	390
2018 Q1	$23K	Buy	+1,147	New	+$288K	﹤0.01%	322
2015 Q3	–	Sell	-9,149	Closed	-$1.61M	–	139
2015 Q2	$1.61M	Buy	+9,149	New	+$1.65M	0.11%	114

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

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

Destination Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.09% in Q2 2026, buying an estimated $499 and bringing the position to 1,128 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #206.

Destination Wealth Management first reported a position in DIA in Q2 2015 and has held it in 24 quarters since. The position peaked at $1.61M in Q2 2015. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Destination Wealth Management held 1,128 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $589K as of Q2 2026.
Destination Wealth Management bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #206 holding.
Destination Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2015 and has held it in 24 quarters since.
Destination Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.61M in Q2 2015.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.