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

Elevation 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	$215K	Buy	412 +18	+5%	+$8.99K	0.06%	130
2026 Q1	$182K	Hold	394	–	–	0.07%	122
2025 Q4	$189K	Sell	394 -30	-7%	-$14.2K	0.07%	119
2025 Q3	$197K	Hold	424	–	–	0.07%	116
2025 Q2	$187K	Hold	424	–	–	0.07%	115
2025 Q1	$178K	Sell	424 -26	-6%	-$11.2K	0.08%	121
2024 Q4	$191K	Sell	450 -12	-3%	-$5.19K	0.08%	113
2024 Q3	$195K	Hold	462	–	–	0.08%	115
2024 Q2	$181K	Buy	462 +244	+112%	+$94.7K	0.09%	114
2024 Q1	$86.7K	Sell	218 -105	-33%	-$40.5K	0.04%	170
2023 Q4	$108K	Hold	323	–	–	0.06%	145
2023 Q3	$108K	Sell	323 -20	-6%	-$6.94K	0.09%	87
2023 Q2	$118K	Hold	343	–	–	0.1%	86
2023 Q1	$114K	Buy	+343	New	+$114K	0.1%	90

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

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

Elevation Wealth Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.6% in Q2 2026, buying an estimated $8.99K and bringing the position to 412 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #130.

Elevation Wealth Partners first reported a position in DIA in Q1 2023 and has held it in 14 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Elevation Wealth Partners held 412 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $215K as of Q2 2026.
Elevation Wealth Partners bought 18 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $8.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #130 holding.
Elevation Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 14 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.