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

FSM 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	$2.7M	Buy	5,177 +4	+0.1%	+$2K	0.29%	50
2026 Q1	$2.4M	Sell	5,173 -25	-0.5%	-$12.1K	0.31%	47
2025 Q4	$2.5M	Buy	5,198 +96	+2%	+$45.4K	0.34%	44
2025 Q3	$2.37M	Buy	5,102 +4	+0.1%	+$1.8K	0.33%	48
2025 Q2	$2.26M	Buy	5,098 +253	+5%	+$105K	0.37%	49
2025 Q1	$2.03M	Buy	4,845 +1,417	+41%	+$613K	0.46%	36
2024 Q4	$1.48M	Buy	3,428 +1	+0%	+$433	0.36%	45
2024 Q3	$1.45M	Buy	3,427 +1	+0%	+$406	0.38%	43
2024 Q2	$1.34M	Buy	3,426 +1	+0%	+$388	0.45%	42
2024 Q1	$1.36M	Sell	3,425 -102	-3%	-$39.3K	0.48%	39
2023 Q4	$1.33M	Sell	3,527 -948	-21%	-$331K	0.57%	37
2023 Q3	$1.5M	Buy	4,475 +6	+0.1%	+$2.08K	0.75%	31
2023 Q2	$1.53M	Sell	4,469 -1,381	-24%	-$465K	0.77%	32
2023 Q1	$1.95M	Buy	+5,850	New	+$1.94M	1.13%	25

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

FSM Wealth Advisors's DIA Position: Q2 2026 in Review

FSM Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.08% in Q2 2026, buying an estimated $2K and bringing the position to 5,177 shares worth $2.7M. The position accounts for 0.29% of the portfolio, ranked #50.

FSM Wealth Advisors first reported a position in DIA in Q1 2023 and has held it in 14 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

FSM Wealth Advisors held 5,177 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.7M as of Q2 2026.
FSM Wealth Advisors bought 4 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.29% of FSM Wealth Advisors's portfolio in Q2 2026, its #50 holding.
FSM Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 14 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.