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

HHM 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	$378K	Hold	723	–	–	0.04%	152
2026 Q1	$335K	Buy	723 +50	+7%	+$24.2K	0.04%	146
2025 Q4	$323K	Buy	673 +332	+97%	+$157K	0.04%	145
2025 Q3	$158K	Hold	341	–	–	0.02%	233
2025 Q2	$150K	Hold	341	–	–	0.02%	238
2025 Q1	$143K	Hold	341	–	–	0.02%	227
2024 Q4	$145K	Buy	341 +250	+275%	+$108K	0.02%	221
2024 Q3	$38.5K	Hold	91	–	–	0.01%	373
2024 Q2	$35.6K	Buy	+91	New	+$35.3K	0.01%	382

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

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

HHM Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 723 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #152.

HHM Wealth Advisors first reported a position in DIA in Q2 2024 and has held it in 9 quarters since. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

HHM Wealth Advisors held 723 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $378K as of Q2 2026.
HHM 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 0.04% of HHM Wealth Advisors's portfolio in Q2 2026, its #152 holding.
HHM Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 9 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.