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

Evoke Wealth’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 		– Sell
-4,463
Closed -$2.07M – 165
2026
Q1 		$2.07M Buy
4,463
+717
+19% +$347K 0.04% 173
2025
Q4 		$1.8M Buy
3,746
+19
+0.5% +$8.99K 0.03% 197
2025
Q3 		$1.73M Sell
3,727
-62
-2% -$27.9K 0.04% 189
2025
Q2 		$1.67M Buy
3,789
+798
+27% +$331K 0.04% 181
2025
Q1 		$1.26M Sell
2,991
-79
-3% -$34.2K 0.03% 173
2024
Q4 		$1.31M Sell
3,070
-358
-10% -$155K 0.04% 168
2024
Q3 		$1.45M Buy
+3,428
New +$1.39M 0.04% 155
2024
Q2 		– Sell
-3,312
Closed -$1.32M – 178
2024
Q1 		$1.32M Buy
+3,312
New +$1.28M 0.04% 151
2023
Q4 		– Sell
-4,395
Closed -$1.48M – 161
2023
Q3 		$1.48M Sell
4,395
-220
-5% -$76.3K 0.05% 140
2023
Q2 		$1.59M Sell
4,615
-82
-2% -$27.6K 0.06% 126
2023
Q1 		$1.57M Buy
4,697
+17
+0.4% +$5.65K 0.06% 127
2022
Q4 		$1.55M Buy
4,680
+948
+25% +$308K 0.06% 129
2022
Q3 		$1.07M Buy
3,732
+16
+0.4% +$5.09K 0.04% 147
2022
Q2 		$1.15M Buy
3,716
+17
+0.5% +$5.56K 0.04% 149
2022
Q1 		$1.29M Buy
3,699
+15
+0.4% +$5.2K 0.04% 152
2021
Q4 		$1.34M Buy
3,684
+16
+0.4% +$5.68K 0.04% 151
2021
Q3 		$1.24M Sell
3,668
-86
-2% -$30K 0.05% 154
2021
Q2 		$1.3M Buy
3,754
+15
+0.4% +$5.12K 0.05% 153
2021
Q1 		$1.24M Buy
3,739
+81
+2% +$25.6K 0.06% 139
2020
Q4 		$1.12M Buy
3,658
+16
+0.4% +$4.66K 0.08% 86
2020
Q3 		$1.01M Buy
3,642
+396
+12% +$108K 0.08% 84
2020
Q2 		$839K Buy
3,246
+2,945
+978% +$724K 0.08% 77
2020
Q1 		$66.2K Sell
301
-525
-64% -$139K 0.01% 311
2019
Q4 		$236K Buy
826
+525
+174% +$145K 0.03% 200
2019
Q3 		$81.2K Buy
+301
New +$80.3K 0.01% 403

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evoke Wealth's DIA Position: Q2 2026 in Review

Evoke Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 4,463 shares — an estimated $2.07M sold.

Evoke Wealth first reported a position in DIA in Q3 2019 and held it in 25 quarters. The position peaked at $2.07M in Q1 2026. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Evoke Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,463 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.07M.
  • Evoke Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.07M in Q1 2026.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.