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

HighMark 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	$2.43K	Hold	5	–	–	﹤0.01%	450
2026 Q1	$2.09K	Buy	5 +1	+25%	+$484	﹤0.01%	457
2025 Q4	$1.87K	Buy	4 +1	+33%	+$473	﹤0.01%	481
2025 Q3	$1.56K	Buy	3 +1	+50%	+$451	﹤0.01%	503
2025 Q2	$716	Hold	2	–	–	﹤0.01%	542
2025 Q1	$683	Hold	2	–	–	﹤0.01%	508
2024 Q4	$692	Buy	+2	New	+$866	﹤0.01%	514

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

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

HighMark Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 5 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

HighMark Wealth Management first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

HighMark Wealth Management held 5 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.43K as of Q2 2026.
HighMark Wealth Management 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 HighMark Wealth Management's portfolio in Q2 2026, its #450 holding.
HighMark Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 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 HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.