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

Foguth 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	-429	Closed	-$207K	–	214
2025 Q4	$207K	Buy	+429	New	+$203K	0.03%	168
2025 Q1	–	Sell	-1,171	Closed	-$520K	–	152
2024 Q4	$520K	Sell	1,171 -164	-12%	-$71K	0.14%	79
2024 Q3	$562K	Sell	1,335 -174	-12%	-$70.7K	0.2%	68
2024 Q2	$590K	Sell	1,509 -14	-0.9%	-$5.43K	0.26%	60
2024 Q1	$606K	Buy	+1,523	New	+$587K	0.32%	59

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Foguth Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 429 shares — an estimated $207K sold.

Foguth Wealth Management first reported a position in DIA in Q1 2024 and held it in 5 quarters. The position peaked at $606K in Q1 2024. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Foguth 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.
Foguth Wealth Management sold 429 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $207K.
Foguth Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and held it in 5 quarters.
Foguth Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $606K in Q1 2024.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Foguth Wealth Management's 13F filing for Q1 2026, filed 1 Jun 2026.