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

Heritage Wealth Advisors’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	$313K	Hold	600	–	–	0.01%	183
2026 Q1	$278K	Hold	600	–	–	0.01%	179
2025 Q4	$288K	Hold	600	–	–	0.01%	191
2025 Q3	$278K	Hold	600	–	–	0.01%	178
2025 Q2	$264K	Sell	600 -66	-10%	-$27.4K	0.01%	181
2025 Q1	$280K	Hold	666	–	–	0.01%	170
2024 Q4	$283K	Hold	666	–	–	0.01%	172
2024 Q3	$282K	Hold	666	–	–	0.01%	184
2024 Q2	$260K	Sell	666 -8	-1%	-$3.11K	0.01%	181
2024 Q1	$268K	Sell	674 -40	-6%	-$15.4K	0.01%	188
2023 Q4	$269K	Hold	714	–	–	0.01%	187
2023 Q3	$239K	Hold	714	–	–	0.01%	181
2023 Q2	$246K	Hold	714	–	–	0.01%	188
2023 Q1	$237K	Sell	714 -35	-5%	-$11.6K	0.01%	189
2022 Q4	$248K	Hold	749	–	–	0.01%	187
2022 Q3	$215K	Hold	749	–	–	0.02%	192
2022 Q2	$231K	Sell	749 -40	-5%	-$13.1K	0.02%	187
2022 Q1	$274K	Hold	789	–	–	0.02%	171
2021 Q4	$287K	Hold	789	–	–	0.02%	171
2021 Q3	$267K	Sell	789 -30	-4%	-$10.5K	0.02%	174
2021 Q2	$283K	Buy	819 +433	+112%	+$148K	0.02%	176
2021 Q1	$127K	Hold	386	–	–	0.01%	239
2020 Q4	$118K	Hold	386	–	–	0.01%	242
2020 Q3	$107K	Hold	386	–	–	0.01%	199
2020 Q2	$99.5K	Sell	386 -50	-11%	-$12.3K	0.01%	204
2020 Q1	$95.6K	Sell	436 -98	-18%	-$26K	0.02%	194
2019 Q4	$152K	Buy	534 +335	+168%	+$92.3K	0.02%	191
2019 Q3	$53K	Hold	199	–	–	0.01%	270
2019 Q2	$52.9K	Hold	199	–	–	0.01%	251
2019 Q1	$51.6K	Hold	199	–	–	0.01%	225
2018 Q4	$46K	Hold	199	–	–	0.01%	201
2018 Q3	$52K	Buy	+199	New	+$50.9K	0.01%	197

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

Heritage Wealth Advisors's DIA Position: Q2 2026 in Review

Heritage Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 600 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #183.

Heritage Wealth Advisors first reported a position in DIA in Q3 2018 and has held it in 32 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Heritage Wealth Advisors held 600 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $313K as of Q2 2026.
Heritage Wealth Advisors 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 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #183 holding.
Heritage Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 32 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.