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

Focus Partners 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	$298M	Sell	570,448 -7,354	-1%	-$3.67M	0.31%	68
2026 Q1	$268M	Sell	577,802 -19,535	-3%	-$9.46M	0.3%	75
2025 Q4	$287M	Buy	597,337 +22,479	+4%	+$10.6M	0.33%	61
2025 Q3	$267M	Buy	574,858 +527,669	+1,118%	+$238M	0.43%	50
2025 Q2	$20.8M	Buy	47,189 +353	+0.8%	+$146K	0.05%	349
2025 Q1	$19.7M	Sell	46,836 -1,822	-4%	-$788K	0.05%	330
2024 Q4	$20.7M	Buy	48,658 +27,223	+127%	+$11.8M	0.05%	314
2024 Q3	$8.69M	Sell	21,435 -10,099	-32%	-$4.1M	0.03%	437
2024 Q2	$12.3M	Buy	31,534 +7,947	+34%	+$3.08M	0.04%	329
2024 Q1	$9.38M	Buy	23,587 +21,872	+1,275%	+$8.43M	0.08%	225
2023 Q4	$646K	Buy	+1,715	New	+$599K	0.01%	531

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

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

Focus Partners Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.3% in Q2 2026, selling an estimated $3.67M and leaving 570,448 shares worth $298M. The position accounts for 0.31% of the portfolio, ranked #68.

Focus Partners Wealth first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Focus Partners Wealth held 570,448 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $298M as of Q2 2026.
Focus Partners Wealth sold 7,354 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3.67M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.31% of Focus Partners Wealth's portfolio in Q2 2026, its #68 holding.
Focus Partners Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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