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

HB 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 		$6.52M Buy
12,483
+37
+0.3% +$18.5K 0.04% 235
2026
Q1 		$5.77M Sell
12,446
-1,023
-8% -$496K 0.04% 236
2025
Q4 		$6.47M Sell
13,469
-289
-2% -$137K 0.04% 220
2025
Q3 		$6.38M Buy
13,758
+5,248
+62% +$2.37M 0.04% 218
2025
Q2 		$3.75M Sell
8,510
-2,219
-21% -$921K 0.03% 264
2025
Q1 		$4.51M Buy
10,729
+1,407
+15% +$609K 0.04% 249
2024
Q4 		$3.97M Sell
9,322
-89
-0.9% -$38.5K 0.04% 186
2024
Q3 		$3.98M Buy
9,411
+486
+5% +$197K 0.04% 177
2024
Q2 		$3.49M Buy
8,925
+3,077
+53% +$1.19M 0.04% 185
2024
Q1 		$2.33M Sell
5,848
-246
-4% -$94.8K 0.03% 219
2023
Q4 		$2.3M Buy
6,094
+3
+0% +$1.05K 0.03% 203
2023
Q3 		$2.04M Buy
6,091
+254
+4% +$88.1K 0.03% 206
2023
Q2 		$2.01M Buy
5,837
+4
+0.1% +$1.35K 0.03% 201
2023
Q1 		$1.94M Sell
5,833
-1,139
-16% -$378K 0.03% 196
2022
Q4 		$2.31M Sell
6,972
-3,537
-34% -$1.15M 0.04% 182
2022
Q3 		$3.02M Sell
10,509
-365
-3% -$116K 0.06% 140
2022
Q2 		$3.35M Sell
10,874
-220
-2% -$71.9K 0.07% 135
2022
Q1 		$3.85M Buy
11,094
+1,572
+17% +$545K 0.07% 125
2021
Q4 		$3.46M Buy
+9,522
New +$3.38M 0.07% 112

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

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

HB Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.3% in Q2 2026, buying an estimated $18.5K and bringing the position to 12,483 shares worth $6.52M. The position accounts for 0.04% of the portfolio, ranked #235.

HB Wealth Management first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • HB Wealth Management held 12,483 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.52M as of Q2 2026.
  • HB Wealth Management bought 37 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $18.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #235 holding.
  • HB Wealth Management 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.
  • 1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.