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

Diversify 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	$981K	Sell	1,881 -17,598	-90%	-$8.79M	0.02%	635
2026 Q1	$9.52M	Buy	19,479 +18,611	+2,144%	+$9.02M	0.17%	130
2025 Q4	$427K	Buy	868 +4	+0.5%	+$1.89K	0.02%	477
2025 Q3	$409K	Buy	864 +2	+0.2%	+$901	0.02%	411
2025 Q2	$383K	Buy	862 +4	+0.5%	+$1.66K	0.02%	418
2025 Q1	$348K	Sell	858 -141	-14%	-$61K	0.03%	419
2024 Q4	$419K	Buy	999 +1	+0.1%	+$433	0.03%	375
2024 Q3	$424K	Buy	998 +3	+0.3%	+$1.22K	0.04%	343
2024 Q2	$385K	Buy	+995	New	+$386K	0.05%	319

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

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

Diversify Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 90% in Q2 2026, selling an estimated $8.79M and leaving 1,881 shares worth $981K. The position accounts for 0.02% of the portfolio, ranked #635.

Diversify Wealth Management first reported a position in DIA in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.52M in Q1 2026. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Diversify Wealth Management held 1,881 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $981K as of Q2 2026.
Diversify Wealth Management sold 17,598 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $8.79M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #635 holding.
Diversify Wealth Management 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.
Diversify Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $9.52M in Q1 2026.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.