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

Evermay 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	$390K	Sell	745 -16	-2%	-$7.99K	0.04%	141
2026 Q1	$353K	Hold	761	–	–	0.04%	145
2025 Q4	$366K	Hold	761	–	–	0.04%	143
2025 Q3	$354K	Hold	761	–	–	0.04%	152
2025 Q2	$336K	Sell	761 -100	-12%	-$41.5K	0.04%	158
2025 Q1	$362K	Hold	861	–	–	0.05%	143
2024 Q4	$367K	Hold	861	–	–	0.06%	142
2024 Q3	$365K	Hold	861	–	–	0.06%	142
2024 Q2	$337K	Hold	861	–	–	0.05%	155
2024 Q1	$343K	Hold	861	–	–	0.05%	161
2023 Q4	$325K	Hold	861	–	–	0.06%	138
2023 Q3	$289K	Hold	861	–	–	0.06%	130
2023 Q2	$297K	Hold	861	–	–	0.06%	137
2023 Q1	$287K	Hold	861	–	–	0.06%	140
2022 Q4	$286K	Hold	861	–	–	0.06%	139
2022 Q3	$248K	Sell	861 -200	-19%	-$63.6K	0.05%	146
2022 Q2	$327K	Buy	1,061 +75	+8%	+$24.5K	0.06%	128
2022 Q1	$342K	Hold	986	–	–	0.06%	142
2021 Q4	$358K	Buy	986 +86	+10%	+$30.6K	0.06%	124
2021 Q3	$304K	Hold	900	–	–	0.06%	131
2021 Q2	$310K	Hold	900	–	–	0.06%	141
2021 Q1	$297K	Hold	900	–	–	0.06%	141
2020 Q4	$275K	Hold	900	–	–	0.06%	144
2020 Q3	$250K	Buy	900 +100	+13%	+$27.3K	0.06%	137
2020 Q2	$206K	Buy	+800	New	+$197K	0.05%	149
2020 Q1	–	Sell	-800	Closed	-$228K	–	143
2019 Q4	$228K	Hold	800	–	–	0.06%	144
2019 Q3	$215K	Hold	800	–	–	0.06%	139
2019 Q2	$213K	Hold	800	–	–	0.06%	139
2019 Q1	$207K	Buy	+800	New	+$201K	0.06%	142
2018 Q4	–	Sell	-800	Closed	-$212K	–	137
2018 Q3	$212K	Buy	+800	New	+$205K	0.07%	139

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

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

Evermay Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.1% in Q2 2026, selling an estimated $7.99K and leaving 745 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #141.

Evermay Wealth Management first reported a position in DIA in Q3 2018 and has held it in 30 quarters since. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Evermay Wealth Management held 745 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $390K as of Q2 2026.
Evermay Wealth Management sold 16 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $7.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Evermay Wealth Management's portfolio in Q2 2026, its #141 holding.
Evermay Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 30 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.