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

IBEX 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	$286K	Sell	547 -191	-26%	-$95.4K	0.02%	187
2026 Q1	$342K	Buy	+738	New	+$358K	0.03%	177
2025 Q4	–	Sell	-546	Closed	-$253K	–	145
2025 Q3	$253K	Hold	546	–	–	0.02%	187
2025 Q2	$241K	Buy	+546	New	+$227K	0.03%	181
2025 Q1	–	Sell	-762	Closed	-$324K	–	142
2024 Q4	$324K	Buy	+762	New	+$330K	0.04%	166
2023 Q1	–	Sell	-1,303	Closed	-$432K	–	109
2022 Q4	$432K	Buy	+1,303	New	+$424K	0.1%	138

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

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

IBEX Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 26% in Q2 2026, selling an estimated $95.4K and leaving 547 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #187.

IBEX Wealth Advisors first reported a position in DIA in Q4 2022 and has held it in 6 quarters since. The position peaked at $432K in Q4 2022. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

IBEX Wealth Advisors held 547 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $286K as of Q2 2026.
IBEX Wealth Advisors sold 191 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $95.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #187 holding.
IBEX Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 6 quarters since.
IBEX Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $432K in Q4 2022.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.