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High Net Worth Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

High Net Worth Advisory Group’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 		$1.62M Buy
3,093
+55
+2% +$27.5K 0.34% 65
2026
Q1 		$1.41M Buy
3,038
+7
+0.2% +$3.39K 0.33% 71
2025
Q4 		$1.46M Buy
3,031
+90
+3% +$42.6K 0.34% 70
2025
Q3 		$1.36M Buy
2,941
+1,132
+63% +$510K 0.33% 69
2025
Q2 		$797K Buy
1,809
+551
+44% +$229K 0.21% 98
2025
Q1 		$528K Sell
1,258
-117
-9% -$50.6K 0.15% 124
2024
Q4 		$585K Buy
1,375
+3
+0.2% +$1.3K 0.16% 115
2024
Q3 		$581K Buy
1,372
+25
+2% +$10.2K 0.16% 118
2024
Q2 		$527K Buy
1,347
+21
+2% +$8.15K 0.16% 112
2024
Q1 		$528K Buy
1,326
+23
+2% +$8.86K 0.17% 114
2023
Q4 		$491K Sell
1,303
-94
-7% -$32.8K 0.18% 110
2023
Q3 		$468K Buy
1,397
+1
+0.1% +$347 0.19% 107
2023
Q2 		$481K Sell
1,396
-45
-3% -$15.1K 0.19% 114
2023
Q1 		$479K Hold
1,441
– – 0.2% 107
2022
Q4 		$477K Buy
1,441
+101
+8% +$32.8K 0.19% 110
2022
Q3 		$385K Buy
1,340
+220
+20% +$69.9K 0.16% 125
2022
Q2 		$345K Buy
1,120
+57
+5% +$18.6K 0.14% 130
2022
Q1 		$369K Buy
1,063
+36
+4% +$12.5K 0.13% 130
2021
Q4 		$373K Buy
+1,027
New +$365K 0.13% 133

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

High Net Worth Advisory Group's DIA Position: Q2 2026 in Review

High Net Worth Advisory Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.8% in Q2 2026, buying an estimated $27.5K and bringing the position to 3,093 shares worth $1.62M. The position accounts for 0.34% of the portfolio, ranked #65.

High Net Worth Advisory Group first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • High Net Worth Advisory Group held 3,093 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.62M as of Q2 2026.
  • High Net Worth Advisory Group bought 55 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $27.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.34% of High Net Worth Advisory Group's portfolio in Q2 2026, its #65 holding.
  • High Net Worth Advisory Group 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.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.