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

FSC 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 Q1	–	Sell	-6,202	Closed	-$2.98M	–	16
2025 Q4	$2.98M	Hold	6,202	–	–	4.84%	7
2025 Q3	$2.88M	Hold	6,202	–	–	1.66%	20
2025 Q2	$2.73M	Sell	6,202 -174	-3%	-$72.2K	1.72%	17
2025 Q1	$2.68M	Hold	6,376	–	–	1.76%	15
2024 Q4	$2.71M	Hold	6,376	–	–	1.75%	17
2024 Q3	$2.7M	Sell	6,376 -965	-13%	-$392K	1.94%	19
2024 Q2	$2.87M	Hold	7,341	–	–	2.12%	13
2024 Q1	$2.92M	Hold	7,341	–	–	2.06%	15
2023 Q4	$2.77M	Buy	+7,341	New	+$2.57M	2.03%	16

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 40.89% 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

FSC Wealth Advisors's DIA Position: Q1 2026 in Review

FSC Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 6,202 shares — an estimated $2.98M sold.

FSC Wealth Advisors first reported a position in DIA in Q4 2023 and held it in 9 quarters. The position peaked at $2.98M in Q4 2025. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

FSC Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
FSC Wealth Advisors sold 6,202 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $2.98M.
FSC Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 9 quarters.
FSC Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.98M in Q4 2025.
1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

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