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

Evergreen Wealth Solutions’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	$8M	Sell	14,865 -1,084	-7%	-$541K	0.42%	46
2026 Q1	$7.39M	Buy	+15,949	New	+$7.73M	0.52%	40
2022 Q2	–	Sell	-763	Closed	-$265K	–	103
2022 Q1	$265K	Hold	763	–	–	0.26%	83
2021 Q4	$277K	Buy	+763	New	+$271K	0.25%	82

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

Evergreen Wealth Solutions's DIA Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.8% in Q2 2026, selling an estimated $541K and leaving 14,865 shares worth $8M. The position accounts for 0.42% of the portfolio, ranked #46.

Evergreen Wealth Solutions first reported a position in DIA in Q4 2021 and has held it in 4 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Evergreen Wealth Solutions held 14,865 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8M as of Q2 2026.
Evergreen Wealth Solutions sold 1,084 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $541K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.42% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #46 holding.
Evergreen Wealth Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 4 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.