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

Destiny 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	–	Sell	-1,321	Closed	-$612K	–	383
2026 Q1	$612K	Buy	+1,321	New	+$640K	0.07%	128
2023 Q1	–	Sell	-162	Closed	-$53.7K	–	290
2022 Q4	$53.7K	Sell	162 -17	-9%	-$5.53K	0.01%	287
2022 Q3	$51K	Hold	179	–	–	0.01%	277
2022 Q2	$55K	Sell	179 -54	-23%	-$17.7K	0.01%	271
2022 Q1	$81K	Hold	233	–	–	0.02%	268
2021 Q4	$85K	Hold	233	–	–	0.02%	245
2021 Q3	$79K	Buy	+233	New	+$81.4K	0.02%	235
2021 Q2	–	Sell	-233	Closed	-$77K	–	260
2021 Q1	$77K	Sell	233 -73	-24%	-$23K	0.02%	223
2020 Q4	$94K	Buy	+306	New	+$89.1K	0.02%	241

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

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

Destiny Wealth Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 1,321 shares — an estimated $612K sold.

Destiny Wealth Partners first reported a position in DIA in Q4 2020 and held it in 9 quarters. The position peaked at $612K in Q1 2026. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Destiny Wealth Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 1,321 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $612K.
Destiny Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $612K in Q1 2026.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.