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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Destination Wealth Management's DIA Position: Q1 2026 in Review

Destination Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 1,127 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #202.

Destination Wealth Management first reported a position in DIA in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.61M in Q2 2015. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Destination Wealth Management held 1,127 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $522K as of Q1 2026.
Destination Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #202 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 23 quarters since.
Destination Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.61M in Q2 2015.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.