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

Greenwich 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	$6.68M	Sell	12,784 -99	-0.8%	-$49.4K	0.24%	60
2026 Q1	$5.97M	Sell	12,883 -154	-1%	-$74.6K	0.24%	59
2025 Q4	$6.26M	Sell	13,037 -99	-0.8%	-$46.8K	0.28%	56
2025 Q3	$6.09M	Buy	13,136 +1	+0%	+$451	0.3%	47
2025 Q2	$5.79M	Sell	13,135 -122	-0.9%	-$50.6K	0.28%	45
2025 Q1	$5.57M	Sell	13,257 -59	-0.4%	-$25.5K	0.42%	36
2024 Q4	$5.67M	Sell	13,316 -4	-0%	-$1.73K	0.4%	38
2024 Q3	$5.64M	Buy	13,320 +1,090	+9%	+$443K	0.38%	37
2024 Q2	$4.78M	Buy	12,230 +121	+1%	+$47K	0.35%	40
2024 Q1	$4.82M	Sell	12,109 -247	-2%	-$95.2K	0.38%	38
2023 Q4	$4.66M	Buy	12,356 +446	+4%	+$156K	0.46%	34
2023 Q3	$3.99M	Sell	11,910 -1,114	-9%	-$386K	0.42%	36
2023 Q2	$4.48M	Sell	13,024 -629	-5%	-$212K	0.47%	31
2023 Q1	$4.54M	Buy	13,653 +143	+1%	+$47.5K	0.5%	30
2022 Q4	$4.48M	Buy	13,510 +53	+0.4%	+$17.2K	0.49%	29
2022 Q3	$3.87M	Buy	13,457 +248	+2%	+$78.8K	0.41%	32
2022 Q2	$4.07M	Buy	13,209 +1,815	+16%	+$594K	0.54%	29
2022 Q1	$3.95M	Buy	11,394 +1,483	+15%	+$514K	0.4%	36
2021 Q4	$3.6M	Buy	9,911 +78	+0.8%	+$27.7K	0.29%	43
2021 Q3	$3.33M	Buy	9,833 +1,012	+11%	+$353K	0.28%	46
2021 Q2	$3.04M	Sell	8,821 -272	-3%	-$92.8K	0.26%	48
2021 Q1	$3M	Sell	9,093 -532	-6%	-$168K	0.24%	47
2020 Q4	$2.94M	Sell	9,625 -289	-3%	-$84.1K	0.26%	43
2020 Q3	$2.75M	Sell	9,914 -178	-2%	-$48.6K	0.49%	38
2020 Q2	$2.6M	Sell	10,092 -2,008	-17%	-$494K	0.5%	39
2020 Q1	$2.65M	Sell	12,100 -847	-7%	-$225K	0.57%	36
2019 Q4	$3.69M	Sell	12,947 -228	-2%	-$62.8K	0.74%	31
2019 Q3	$3.55M	Buy	13,175 +28	+0.2%	+$7.47K	0.69%	32
2019 Q2	$3.5M	Buy	13,147 +243	+2%	+$63.4K	0.6%	36
2019 Q1	$3.34M	Sell	12,904 -382	-3%	-$96.1K	0.59%	35
2018 Q4	$3.1M	Buy	13,286 +170	+1%	+$42.4K	0.62%	34
2018 Q3	$3.47M	Sell	13,116 -1	-0%	-$256	0.6%	37
2018 Q2	$3.18M	Buy	13,117 +2,178	+20%	+$535K	0.56%	39
2018 Q1	$2.64M	Buy	10,939 +156	+1%	+$39.2K	0.42%	43
2017 Q4	$2.67M	Sell	10,783 -24	-0.2%	-$5.68K	0.45%	42
2017 Q3	$2.42M	Sell	10,807 -345	-3%	-$75.5K	0.42%	45
2017 Q2	$2.38M	Sell	11,152 -1,107	-9%	-$232K	0.4%	52
2017 Q1	$2.53M	Buy	12,259 +203	+2%	+$41.4K	0.34%	50
2016 Q4	$2.38M	Sell	12,056 -1,807	-13%	-$341K	0.3%	50
2016 Q3	$2.53M	Sell	13,863 -1,485	-10%	-$273K	0.45%	47
2016 Q2	$2.75M	Buy	15,348 +38	+0.2%	+$6.75K	0.66%	37
2016 Q1	$2.7M	Sell	15,310 -410	-3%	-$68.3K	0.7%	31
2015 Q4	$2.73M	Sell	15,720 -339	-2%	-$59.2K	0.67%	40
2015 Q3	$2.61M	Sell	16,059 -46	-0.3%	-$7.85K	0.63%	51
2015 Q2	$2.83M	Sell	16,105 -230	-1%	-$41.4K	0.36%	74
2015 Q1	$2.9M	Buy	16,335 +1,434	+10%	+$255K	0.33%	75
2014 Q4	$2.65M	Sell	14,901 -285	-2%	-$49.4K	0.18%	84
2014 Q3	$2.58M	Buy	15,186 +475	+3%	+$80.4K	0.17%	82
2014 Q2	$2.47M	Buy	14,711 +87	+0.6%	+$14.4K	0.16%	83
2014 Q1	$2.4M	Sell	14,624 -1,844	-11%	-$298K	0.17%	83
2013 Q4	$2.73M	Sell	16,468 -328	-2%	-$51.5K	0.28%	84
2013 Q3	$2.54M	Buy	16,796 +57	+0.3%	+$8.7K	0.18%	82
2013 Q2	$2.49M	Buy	+16,739	New	+$2.5M	0.18%	81

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

Greenwich Wealth Management's DIA Position: Q2 2026 in Review

Greenwich Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.77% in Q2 2026, selling an estimated $49.4K and leaving 12,784 shares worth $6.68M. The position accounts for 0.24% of the portfolio, ranked #60.

Greenwich Wealth Management first reported a position in DIA in Q2 2013 and has held it in 53 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Greenwich Wealth Management held 12,784 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.68M as of Q2 2026.
Greenwich Wealth Management sold 99 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $49.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.24% of Greenwich Wealth Management's portfolio in Q2 2026, its #60 holding.
Greenwich Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 53 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 Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.