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

GC Wealth Management RIA’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	$485K	Sell	928 -96	-9%	-$47.9K	0.03%	331
2026 Q1	$474K	Buy	1,024 +458	+81%	+$222K	0.02%	355
2025 Q4	$272K	Hold	566	–	–	0.01%	468
2025 Q3	$262K	Sell	566 -139	-20%	-$62.6K	0.01%	743
2025 Q2	$311K	Buy	+705	New	+$293K	0.03%	427

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

GC Wealth Management RIA's DIA Position: Q2 2026 in Review

GC Wealth Management RIA reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 9.4% in Q2 2026, selling an estimated $47.9K and leaving 928 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #331.

GC Wealth Management RIA first reported a position in DIA in Q2 2025 and has held it in 5 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

GC Wealth Management RIA held 928 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $485K as of Q2 2026.
GC Wealth Management RIA sold 96 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $47.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of GC Wealth Management RIA's portfolio in Q2 2026, its #331 holding.
GC Wealth Management RIA first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 5 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 GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.