Guardian Wealth Advisors (North Carolina)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$3.88M	Sell	7,428 -56	-0.7%	-$28K	0.22%	67
2026 Q1	$3.47M	Buy	7,484 +245	+3%	+$119K	0.22%	68
2025 Q4	$3.48M	Sell	7,239 -142	-2%	-$67.2K	0.22%	66
2025 Q3	$3.42M	Sell	7,381 -771	-9%	-$348K	0.22%	66
2025 Q2	$3.59M	Buy	8,152 +1,604	+24%	+$666K	0.25%	58
2025 Q1	$2.75M	Buy	6,548 +27	+0.4%	+$11.7K	0.22%	69
2024 Q4	$2.77M	Sell	6,521 -110	-2%	-$47.6K	0.22%	70
2024 Q3	$2.81M	Buy	6,631 +132	+2%	+$53.6K	0.3%	47
2024 Q2	$2.54M	Sell	6,499 -255	-4%	-$99K	0.3%	47
2024 Q1	$2.69M	Buy	6,754 +169	+3%	+$65.1K	0.33%	44
2023 Q4	$2.48M	Buy	6,585 +141	+2%	+$49.3K	0.38%	42
2023 Q3	$2.16M	Buy	6,444 +99	+2%	+$34.3K	0.37%	44
2023 Q2	$2.19M	Buy	6,345 +670	+12%	+$225K	0.37%	34
2023 Q1	$1.89M	Buy	5,675 +5	+0.1%	+$1.66K	0.33%	34
2022 Q4	$1.88M	Sell	5,670 -349	-6%	-$113K	0.36%	30
2022 Q3	$1.73M	Sell	6,019 -24	-0.4%	-$7.63K	0.32%	33
2022 Q2	$1.86M	Buy	6,043 +1,218	+25%	+$398K	0.34%	28
2022 Q1	$1.67M	Sell	4,825 -1,543	-24%	-$535K	0.72%	26
2021 Q4	$2.31M	Buy	+6,368	New	+$2.26M	0.99%	23

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

Guardian Wealth Advisors (North Carolina)'s DIA Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.75% in Q2 2026, selling an estimated $28K and leaving 7,428 shares worth $3.88M. The position accounts for 0.22% of the portfolio, ranked #67.

Guardian Wealth Advisors (North Carolina) first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. 1,456 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 7,428 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.88M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 56 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $28K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.22% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #67 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,456 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.