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

Highline Wealth Partners’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	$531K	Buy	1,017 +147	+17%	+$73.4K	0.11%	75
2026 Q1	$403K	Buy	870 +36	+4%	+$17.4K	0.1%	63
2025 Q4	$401K	Sell	834 -6	-0.7%	-$2.84K	0.11%	51
2025 Q3	$389K	Hold	840	–	–	0.1%	78
2025 Q2	$370K	Sell	840 -7	-0.8%	-$2.9K	0.11%	78
2025 Q1	$355K	Sell	847 -29	-3%	-$12.5K	0.12%	78
2024 Q4	$373K	Sell	876 -22	-2%	-$9.52K	0.12%	79
2024 Q3	$380K	Hold	898	–	–	0.13%	84
2024 Q2	$351K	Buy	898 +436	+94%	+$169K	0.13%	82
2024 Q1	$184K	Sell	462 -28	-6%	-$10.8K	0.08%	100
2023 Q4	$185K	Buy	490 +230	+88%	+$80.4K	0.09%	97
2023 Q3	$87.1K	Hold	260	–	–	0.05%	102
2023 Q2	$89.4K	Hold	260	–	–	0.06%	100
2023 Q1	$86.5K	Hold	260	–	–	0.06%	98
2022 Q4	$86.1K	Hold	260	–	–	0.06%	101
2022 Q3	$74.7K	Buy	+260	New	+$82.7K	0.06%	92

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

Highline Wealth Partners's DIA Position: Q2 2026 in Review

Highline Wealth Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 17% in Q2 2026, buying an estimated $73.4K and bringing the position to 1,017 shares worth $531K. The position accounts for 0.11% of the portfolio, ranked #75.

Highline Wealth Partners first reported a position in DIA in Q3 2022 and has held it in 16 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Highline Wealth Partners held 1,017 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $531K as of Q2 2026.
Highline Wealth Partners bought 147 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $73.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Highline Wealth Partners's portfolio in Q2 2026, its #75 holding.
Highline Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 16 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 Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.