EP Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.6M | Buy |
14,547
+1,565
| +12% | +$782K | 0.03% | 315 |
|
|
2026
Q1 | $6.01M | Sell |
12,982
-1,347
| -9% | -$653K | 0.03% | 278 |
|
|
2025
Q4 | $6.89M | Buy |
+14,329
| New | +$6.78M | 0.04% | 237 |
|
|
2025
Q2 | $7.05M | Buy |
16,008
+1,620
| +11% | +$672K | 0.05% | 223 |
|
|
2025
Q1 | $6.04M | Sell |
14,388
-1,179
| -8% | -$510K | 0.05% | 201 |
|
|
2024
Q4 | $6.62M | Sell |
15,567
-1,591
| -9% | -$689K | 0.05% | 186 |
|
|
2024
Q3 | $7.26M | Buy |
17,158
+267
| +2% | +$108K | 0.06% | 183 |
|
|
2024
Q2 | $6.61M | Sell |
16,891
-1,516
| -8% | -$588K | 0.07% | 154 |
|
|
2024
Q1 | $7.32M | Sell |
18,407
-2,063
| -10% | -$795K | 0.09% | 134 |
|
|
2023
Q4 | $7.71M | Sell |
20,470
-656
| -3% | -$229K | 0.1% | 126 |
|
|
2023
Q3 | $7.08M | Buy |
21,126
+427
| +2% | +$148K | 0.11% | 124 |
|
|
2023
Q2 | $7.6M | Sell |
20,699
-3,427
| -14% | -$1.15M | 0.11% | 121 |
|
|
2023
Q1 | $6.08M | Buy |
24,126
+2,589
| +12% | +$860K | 0.1% | 118 |
|
|
2022
Q4 | $7.14M | Buy |
21,537
+2,550
| +13% | +$829K | 0.13% | 109 |
|
|
2022
Q3 | $5.46M | Sell |
18,987
-889
| -4% | -$283K | 0.12% | 109 |
|
|
2022
Q2 | $6.12M | Buy |
19,876
+17,018
| +595% | +$5.57M | 0.14% | 95 |
|
|
2022
Q1 | $991K | Buy |
2,858
+1,628
| +132% | +$565K | 0.02% | 274 |
|
|
2021
Q4 | $447K | Buy |
1,230
+399
| +48% | +$142K | 0.01% | 377 |
|
|
2021
Q3 | $281K | Buy |
831
+85
| +11% | +$29.7K | 0.01% | 445 |
|
|
2021
Q2 | $257K | Buy |
746
+100
| +15% | +$34.1K | 0.01% | 472 |
|
|
2021
Q1 | $213K | Buy |
+646
| New | +$204K | 0.01% | 467 |
|
|
2019
Q2 | – | Sell |
-2,692
| Closed | -$698K | – | 329 |
|
|
2019
Q1 | $698K | Sell |
2,692
-108
| -4% | -$27.2K | 0.07% | 141 |
|
|
2018
Q4 | $653K | Buy |
2,800
+675
| +32% | +$168K | 0.05% | 154 |
|
|
2018
Q3 | $562K | Hold |
2,125
| – | – | 0.04% | 166 |
|
|
2018
Q2 | $516K | Hold |
2,125
| – | – | 0.05% | 115 |
|
|
2018
Q1 | $513K | Sell |
2,125
-65
| -3% | -$16.3K | 0.05% | 120 |
|
|
2017
Q4 | $542K | Buy |
2,190
+65
| +3% | +$15.4K | 0.06% | 107 |
|
|
2017
Q3 | $476K | Hold |
2,125
| – | – | 0.06% | 107 |
|
|
2017
Q2 | $453K | Buy |
2,125
+70
| +3% | +$14.7K | 0.06% | 111 |
|
|
2017
Q1 | $424K | Sell |
2,055
-14
| -0.7% | -$2.85K | 0.06% | 95 |
|
|
2016
Q4 | $409K | Sell |
2,069
-731
| -26% | -$138K | 0.06% | 92 |
|
|
2016
Q3 | $512K | Buy |
2,800
+4
| +0.1% | +$734 | 0.08% | 81 |
|
|
2016
Q2 | $500K | Buy |
2,796
+105
| +4% | +$18.6K | 0.08% | 80 |
|
|
2016
Q1 | $475K | Buy |
+2,691
| New | +$448K | 0.07% | 84 |
|
Other funds holding DIA
EP Wealth Advisors's DIA Position: Q2 2026 in Review
EP Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 12% in Q2 2026, buying an estimated $782K and bringing the position to 14,547 shares worth $7.6M. The position accounts for 0.03% of the portfolio, ranked #315.
EP Wealth Advisors first reported a position in DIA in Q1 2016 and has held it in 34 quarters since. The position peaked at $7.71M in Q4 2023. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.
- EP Wealth Advisors held 14,547 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $7.6M as of Q2 2026.
- EP Wealth Advisors bought 1,565 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $782K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #315 holding.
- EP Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2016 and has held it in 34 quarters since.
- EP Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7.71M in Q4 2023.
- 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.