Forvis Mazars Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Forvis Mazars Wealth Advisors’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	$1.08M	Buy	2,070 +460	+29%	+$230K	0.02%	214
2026 Q1	$746K	Buy	1,610 +401	+33%	+$194K	0.01%	241
2025 Q4	$581K	Hold	1,209	–	–	0.01%	267
2025 Q3	$561K	Hold	1,209	–	–	0.01%	267
2025 Q2	$533K	Sell	1,209 -4,060	-77%	-$1.68M	0.01%	275
2025 Q1	$2.21M	Sell	5,269 -39	-0.7%	-$16.9K	0.05%	144
2024 Q4	$2.26M	Buy	5,308 +202	+4%	+$87.4K	0.05%	151
2024 Q3	$2.16M	Sell	5,106 -1,639	-24%	-$666K	0.05%	158
2024 Q2	$2.64M	Sell	6,745 -1,819	-21%	-$706K	0.07%	135
2024 Q1	$3.41M	Buy	8,564 +220	+3%	+$84.8K	0.09%	114
2023 Q4	$3.14M	Sell	8,344 -380	-4%	-$133K	0.09%	116
2023 Q3	$2.92M	Buy	8,724 +4,247	+95%	+$1.47M	0.09%	117
2023 Q2	$1.54M	Sell	4,477 -184	-4%	-$61.9K	0.05%	188
2023 Q1	$1.55M	Sell	4,661 -10	-0.2%	-$3.32K	0.05%	169
2022 Q4	$1.55M	Sell	4,671 -52	-1%	-$16.9K	0.05%	166
2022 Q3	$1.36M	Sell	4,723 -100	-2%	-$31.8K	0.05%	171
2022 Q2	$1.49M	Buy	4,823 +3,803	+373%	+$1.24M	0.06%	158
2022 Q1	$354K	Buy	+1,020	New	+$354K	0.02%	221
2021 Q2	–	Sell	-920	Closed	-$304K	–	267
2021 Q1	$304K	Hold	920	–	–	0.02%	223
2020 Q4	$281K	Buy	+920	New	+$268K	0.01%	298

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

Forvis Mazars Wealth Advisors's DIA Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 29% in Q2 2026, buying an estimated $230K and bringing the position to 2,070 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #214.

Forvis Mazars Wealth Advisors first reported a position in DIA in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.41M in Q1 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Forvis Mazars Wealth Advisors held 2,070 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.08M as of Q2 2026.
Forvis Mazars Wealth Advisors bought 460 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $230K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #214 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 20 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.41M in Q1 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.