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

Fourth Dimension 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	$163K	Sell	311 -18,999	-98%	-$9.49M	0.05%	169
2026 Q1	$8.94M	Buy	19,310 +679	+4%	+$329K	3.39%	6
2025 Q4	$8.95M	Buy	18,631 +240	+1%	+$114K	3.27%	7
2025 Q3	$8.53M	Buy	18,391 +1,219	+7%	+$549K	3.25%	7
2025 Q2	$7.57M	Buy	17,172 +1,017	+6%	+$422K	3.2%	6
2025 Q1	$6.78M	Buy	16,155 +1,181	+8%	+$511K	3.28%	7
2024 Q4	$6.37M	Buy	+14,974	New	+$6.48M	3.32%	6

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

Fourth Dimension Wealth's DIA Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 98% in Q2 2026, selling an estimated $9.49M and leaving 311 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #169.

Fourth Dimension Wealth first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.95M in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Fourth Dimension Wealth held 311 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $163K as of Q2 2026.
Fourth Dimension Wealth sold 18,999 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $9.49M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Fourth Dimension Wealth's portfolio in Q2 2026, its #169 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.95M in Q4 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.