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

Fiduciary Wealth Partners’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	$1.56M	Sell	2,992 -23	-0.8%	-$11.5K	0.86%	16
2026 Q1	$1.4M	Hold	3,015	–	–	0.91%	15
2025 Q4	$1.45M	Hold	3,015	–	–	0.59%	19
2025 Q3	$1.4M	Buy	+3,015	New	+$1.36M	0.59%	19
2025 Q2	–	Sell	-4,299	Closed	-$1.78M	–	71
2025 Q1	$1.81M	Buy	+4,299	New	+$1.86M	1.56%	9

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

Fiduciary Wealth Partners's DIA Position: Q2 2026 in Review

Fiduciary Wealth Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.76% in Q2 2026, selling an estimated $11.5K and leaving 2,992 shares worth $1.56M. The position accounts for 0.86% of the portfolio, ranked #16.

Fiduciary Wealth Partners first reported a position in DIA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q1 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Fiduciary Wealth Partners held 2,992 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.56M as of Q2 2026.
Fiduciary Wealth Partners sold 23 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $11.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.86% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #16 holding.
Fiduciary Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 5 quarters since.
Fiduciary Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.81M in Q1 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.