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

Dogwood 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	–	Hold	0	–	–	–	840
2026 Q1	–	Hold	0	–	–	–	845
2025 Q4	–	Hold	0	–	–	–	722
2025 Q3	–	Hold	0	–	–	–	726
2025 Q2	–	Sell	-59	Closed	-$24.5K	–	676
2025 Q1	$24.8K	Sell	59 -63	-52%	-$27.2K	0.01%	141
2024 Q4	$52K	Buy	+122	New	+$52.8K	0.03%	119
2024 Q3	–	Sell	-10	Closed	-$3.92K	–	585
2024 Q2	$3.92K	Buy	+10	New	+$3.88K	﹤0.01%	204

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

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

Dogwood Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 0 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Dogwood Wealth Management first reported a position in DIA in Q2 2024 and has held it in 3 quarters since. The position peaked at $52K in Q4 2024. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Dogwood Wealth Management held 0 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $82 as of Q2 2026.
Dogwood Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #840 holding.
Dogwood Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 3 quarters since.
Dogwood Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $52K in Q4 2024.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.