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

Evolve Private 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	$644K	Sell	1,233 -2,587	-68%	-$1.29M	0.04%	427
2026 Q1	$1.77M	Sell	3,820 -333	-8%	-$161K	0.09%	209
2025 Q4	$2M	Buy	+4,153	New	+$1.96M	0.12%	161

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

Evolve Private Wealth's DIA Position: Q2 2026 in Review

Evolve Private Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 68% in Q2 2026, selling an estimated $1.29M and leaving 1,233 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #427.

Evolve Private Wealth first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2M in Q4 2025. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Evolve Private Wealth held 1,233 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $644K as of Q2 2026.
Evolve Private Wealth sold 2,587 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.29M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #427 holding.
Evolve Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
Evolve Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2M in Q4 2025.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.