Graves Light Lenhart Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Graves Light Lenhart 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	$2.64M	Hold	5,049	–	–	0.25%	55
2026 Q1	$2.34M	Buy	5,049 +1	+0%	+$484	0.24%	57
2025 Q4	$2.43M	Hold	5,048	–	–	0.26%	57
2025 Q3	$2.34M	Buy	5,048 +397	+9%	+$179K	0.26%	58
2025 Q2	$2.05M	Sell	4,651 -603	-11%	-$250K	0.24%	62
2025 Q1	$2.21M	Buy	5,254 +1	+0%	+$432	0.27%	59
2024 Q4	$2.24M	Buy	5,253 +1	+0%	+$433	0.28%	60
2024 Q3	$2.22M	Sell	5,252 -2,254	-30%	-$916K	0.27%	61
2024 Q2	$2.94M	Buy	7,506 +1	+0%	+$388	0.34%	53
2024 Q1	$2.99M	Hold	7,505	–	–	0.35%	52
2023 Q4	$2.83M	Buy	7,505 +1	+0%	+$349	0.35%	55
2023 Q3	$2.51M	Buy	7,504 +1	+0%	+$347	0.34%	56
2023 Q2	$2.58M	Hold	7,503	–	–	0.35%	57
2023 Q1	$2.5M	Buy	7,503 +1	+0%	+$332	0.39%	53
2022 Q4	$2.49M	Buy	7,502 +1	+0%	+$325	0.38%	57
2022 Q3	$2.15M	Sell	7,501 -103	-1%	-$32.7K	0.36%	59
2022 Q2	$2.34M	Sell	7,604 -33	-0.4%	-$10.8K	0.36%	59
2022 Q1	$2.65M	Buy	7,637 +1	+0%	+$347	0.37%	56
2021 Q4	$2.77M	Hold	7,636	–	–	0.39%	55
2021 Q3	$2.58M	Hold	7,636	–	–	0.41%	53
2021 Q2	$2.63M	Hold	7,636	–	–	0.42%	52
2021 Q1	$2.52M	Buy	7,636 +82	+1%	+$25.9K	0.43%	53
2020 Q4	$2.31M	Hold	7,554	–	–	0.43%	53
2020 Q3	$2.1M	Hold	7,554	–	–	0.46%	49
2020 Q2	$1.95M	Hold	7,554	–	–	0.46%	51
2020 Q1	$1.66M	Buy	7,554 +137	+2%	+$36.4K	0.45%	54
2019 Q4	$2.12M	Hold	7,417	–	–	0.44%	55
2019 Q3	$2.01M	Hold	7,417	–	–	0.44%	56
2019 Q2	$1.97M	Buy	7,417 +34	+0.5%	+$8.88K	0.47%	53
2019 Q1	$1.91M	Hold	7,383	–	–	0.49%	52
2018 Q4	$1.72M	Buy	+7,383	New	+$1.84M	0.51%	50

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

Graves Light Lenhart Wealth's DIA Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 5,049 shares worth $2.64M. The position accounts for 0.25% of the portfolio, ranked #55.

Graves Light Lenhart Wealth first reported a position in DIA in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.99M in Q1 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Graves Light Lenhart Wealth held 5,049 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.64M as of Q2 2026.
Graves Light Lenhart Wealth left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #55 holding.
Graves Light Lenhart Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.99M in Q1 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.