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

Golden State Wealth Management’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 		$2.21M Sell
4,230
-118
-3% -$58.9K 0.2% 107
2026
Q1 		$2.01M Buy
4,348
+149
+4% +$72.2K 0.22% 92
2025
Q4 		$2.02M Buy
4,199
+26
+0.6% +$12.3K 0.21% 92
2025
Q3 		$1.94M Sell
4,173
-80
-2% -$36.1K 0.21% 91
2025
Q2 		$1.87M Buy
4,253
+135
+3% +$56K 0.23% 84
2025
Q1 		$1.73M Sell
4,118
-14
-0.3% -$6.05K 0.26% 76
2024
Q4 		$1.76M Buy
+4,132
New +$1.79M 0.26% 74
2022
Q1 		$2.17M Sell
6,267
-1,103
-15% -$383K 0.43% 46
2021
Q4 		$2.68M Buy
7,370
+1,132
+18% +$402K 0.46% 40
2021
Q3 		$2.11M Sell
6,238
-1,609
-21% -$562K 0.46% 41
2021
Q2 		$2.71M Sell
7,847
-293
-4% -$100K 0.6% 31
2021
Q1 		$2.69M Buy
8,140
+2
+0% +$631 0.89% 22
2020
Q4 		$2.49M Sell
8,138
-279
-3% -$81.2K 0.72% 23
2020
Q3 		$2.34M Buy
8,417
+420
+5% +$115K 0.78% 24
2020
Q2 		$1.91M Buy
7,997
+688
+9% +$169K 0.49% 37
2020
Q1 		$1.6M Buy
+7,309
New +$1.94M 0.71% 27
2019
Q4 		– Sell
-1,345
Closed -$362K – 249
2019
Q3 		$362K Buy
1,345
+64
+5% +$17.1K 0.12% 140
2019
Q2 		$340K Buy
1,281
+2
+0.2% +$522 0.11% 154
2019
Q1 		$331K Buy
+1,279
New +$322K 0.11% 157

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Golden State Wealth Management's DIA Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.7% in Q2 2026, selling an estimated $58.9K and leaving 4,230 shares worth $2.21M. The position accounts for 0.2% of the portfolio, ranked #107.

Golden State Wealth Management first reported a position in DIA in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.71M in Q2 2021. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Golden State Wealth Management held 4,230 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.21M as of Q2 2026.
  • Golden State Wealth Management sold 118 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $58.9K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.2% of Golden State Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.71M in Q2 2021.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.