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

Focused Wealth Management’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 Q1	–	Sell	-438	Closed	-$211K	–	238
2025 Q4	$211K	Buy	438 +1	+0.2%	+$473	0.02%	177
2025 Q3	$203K	Sell	437 -284	-39%	-$128K	0.02%	180
2025 Q2	$318K	Sell	721 -18	-2%	-$7.47K	0.04%	126
2025 Q1	$310K	Buy	739 +83	+13%	+$35.9K	0.04%	121
2024 Q4	$279K	Sell	656 -5	-0.8%	-$2.16K	0.04%	120
2024 Q3	$280K	Hold	661	–	–	0.04%	159
2024 Q2	$258K	Sell	661 -89	-12%	-$34.5K	0.04%	156
2024 Q1	$298K	Hold	750	–	–	0.05%	122
2023 Q4	$283K	Hold	750	–	–	0.05%	109
2023 Q3	$251K	Buy	750 +10	+1%	+$3.47K	0.04%	117
2023 Q2	$254K	Sell	740 -1	-0.1%	-$337	0.05%	126
2023 Q1	$247K	Buy	741 +1	+0.1%	+$332	0.05%	127
2022 Q4	$245K	Buy	740 +1	+0.1%	+$325	0.05%	120
2022 Q3	$212K	Sell	739 -4	-0.5%	-$1.27K	0.04%	124
2022 Q2	$229K	Sell	743 -16	-2%	-$5.23K	0.04%	124
2022 Q1	$263K	Sell	759 -75	-9%	-$26K	0.04%	134
2021 Q4	$303K	Sell	834 -21	-2%	-$7.46K	0.05%	130
2021 Q3	$289K	Sell	855 -31	-3%	-$10.8K	0.05%	130
2021 Q2	$306K	Sell	886 -66	-7%	-$22.5K	0.05%	127
2021 Q1	$314K	Sell	952 -183	-16%	-$57.8K	0.06%	127
2020 Q4	$347K	Buy	1,135 +40	+4%	+$11.6K	0.07%	114
2020 Q3	$304K	Buy	1,095 +1	+0.1%	+$273	0.07%	107
2020 Q2	$282K	Sell	1,094 -279	-20%	-$68.6K	0.07%	112
2020 Q1	$301K	Sell	1,373 -57	-4%	-$15.1K	0.09%	97
2019 Q4	$408K	Sell	1,430 -30	-2%	-$8.27K	0.1%	95
2019 Q3	$393K	Sell	1,460 -76	-5%	-$20.3K	0.11%	89
2019 Q2	$408K	Sell	1,536 -89	-5%	-$23.2K	0.11%	91
2019 Q1	$421K	Sell	1,625 -47	-3%	-$11.8K	0.13%	90
2018 Q4	$390K	Sell	1,672 -129	-7%	-$32.2K	0.13%	95
2018 Q3	$476K	Buy	1,801 +44	+3%	+$11.3K	0.16%	85
2018 Q2	$426K	Sell	1,757 -56	-3%	-$13.7K	0.15%	94
2018 Q1	$438K	Sell	1,813 -198	-10%	-$49.7K	0.14%	96
2017 Q4	$498K	Sell	2,011 -679	-25%	-$161K	0.16%	83
2017 Q3	$602K	Sell	2,690 -1,014	-27%	-$222K	0.2%	74
2017 Q2	$790K	Sell	3,704 -1,305	-26%	-$274K	0.3%	54
2017 Q1	$1.03M	Sell	5,009 -111	-2%	-$22.6K	0.4%	42
2016 Q4	$1.01M	Sell	5,120 -494	-9%	-$93.1K	0.43%	39
2016 Q3	$1.03M	Sell	5,614 -496	-8%	-$91.1K	0.45%	38
2016 Q2	$1.09M	Sell	6,110 -6,017	-50%	-$1.07M	0.5%	37
2016 Q1	$2.14M	Sell	12,127 -41,505	-77%	-$6.91M	1.17%	19
2015 Q4	$9.33M	Buy	53,632 +592	+1%	+$103K	5.37%	4
2015 Q3	$8.63M	Buy	53,040 +287	+0.5%	+$49K	5.48%	2
2015 Q2	$9.28M	Sell	52,753 -143	-0.3%	-$25.7K	5.74%	3
2015 Q1	$9.39M	Buy	52,896 +5,970	+13%	+$1.06M	5.77%	2
2014 Q4	$8.35M	Buy	46,926 +36,715	+360%	+$6.36M	5.91%	3
2014 Q3	$1.74M	Buy	10,211 +10,081	+7,755%	+$1.71M	1.33%	22
2014 Q2	$22K	Hold	130	–	–	0.02%	288
2014 Q1	$21K	Hold	130	–	–	0.02%	273
2013 Q4	$22K	Hold	130	–	–	0.02%	275
2013 Q3	$20K	Buy	+130	New	+$19.8K	0.02%	270

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Focused Wealth Management's DIA Position: Q1 2026 in Review

Focused Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 438 shares — an estimated $211K sold.

Focused Wealth Management first reported a position in DIA in Q3 2013 and held it in 50 quarters. The position peaked at $9.39M in Q1 2015. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Focused Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Focused Wealth Management sold 438 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $211K.
Focused Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2013 and held it in 50 quarters.
Focused Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $9.39M in Q1 2015.
1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.