GWN Securities’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

GWN Securities’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	$3.47M	Sell	6,638 -192	-3%	-$95.9K	0.58%	35
2026 Q1	$3.16M	Buy	6,830 +2,110	+45%	+$1.02M	0.61%	44
2025 Q4	$2.27M	Buy	4,720 +38	+0.8%	+$18K	0.46%	57
2025 Q3	$2.17M	Sell	4,682 -4,502	-49%	-$2.03M	0.5%	53
2025 Q2	$4.05M	Sell	9,184 -50,445	-85%	-$20.9M	0.75%	36
2025 Q1	$25.1M	Buy	59,629 +54,671	+1,103%	+$23.6M	1.41%	10
2024 Q4	$2.2M	Buy	+4,958	New	+$2.15M	0.59%	31

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

GWN Securities's DIA Position: Q2 2026 in Review

GWN Securities reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.8% in Q2 2026, selling an estimated $95.9K and leaving 6,638 shares worth $3.47M. The position accounts for 0.58% of the portfolio, ranked #35.

GWN Securities first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.1M in Q1 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

GWN Securities held 6,638 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.47M as of Q2 2026.
GWN Securities sold 192 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $95.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.58% of GWN Securities's portfolio in Q2 2026, its #35 holding.
GWN Securities first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
GWN Securities's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $25.1M in Q1 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.