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

EverSource Wealth Advisors’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	$386K	Buy	738 +45	+6%	+$22.5K	0.01%	684
2026 Q1	$321K	Sell	693 -40	-5%	-$19.4K	0.01%	816
2025 Q4	$352K	Sell	733 -2	-0.3%	-$946	0.01%	691
2025 Q3	$341K	Sell	735 -336	-31%	-$151K	0.01%	666
2025 Q2	$472K	Buy	1,071 +29	+3%	+$12K	0.02%	479
2025 Q1	$438K	Sell	1,042 -709	-40%	-$307K	0.02%	412
2024 Q4	$745K	Buy	1,751 +474	+37%	+$205K	0.04%	293
2024 Q3	$540K	Hold	1,277	–	–	0.03%	311
2024 Q2	$522K	Buy	1,277 +1	+0.1%	+$388	0.03%	304
2024 Q1	$482K	Buy	1,276 +2	+0.2%	+$770	0.04%	274
2023 Q4	$480K	Buy	1,274 +2	+0.2%	+$699	0.04%	251
2023 Q3	$426K	Buy	1,272 +1	+0.1%	+$347	0.05%	248
2023 Q2	$437K	Sell	1,271 -2	-0.2%	-$673	0.05%	248
2023 Q1	$423K	Sell	1,273 -199	-14%	-$66.1K	0.05%	243
2022 Q4	$488K	Buy	1,472 +2	+0.1%	+$650	0.07%	200
2022 Q3	$422K	Sell	1,470 -79	-5%	-$25.1K	0.1%	194
2022 Q2	$477K	Sell	1,549 -46	-3%	-$15K	0.12%	154
2022 Q1	$553K	Buy	1,595 +245	+18%	+$85K	0.14%	137
2021 Q4	$491K	Buy	+1,350	New	+$480K	0.14%	118

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

EverSource Wealth Advisors's DIA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.5% in Q2 2026, buying an estimated $22.5K and bringing the position to 738 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #684.

EverSource Wealth Advisors first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $745K in Q4 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

EverSource Wealth Advisors held 738 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $386K as of Q2 2026.
EverSource Wealth Advisors bought 45 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $22.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #684 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $745K in Q4 2024.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.