Institute for Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $509K | Sell |
974
-6,907
| -88% | -$3.45M | 0.04% | 323 |
|
|
2026
Q1 | $3.65M | Buy |
7,881
+6,696
| +565% | +$3.24M | 0.39% | 53 |
|
|
2025
Q4 | $570K | Sell |
1,185
-95
| -7% | -$44.9K | 0.06% | 280 |
|
|
2025
Q3 | $593K | Buy |
1,280
+102
| +9% | +$46K | 0.06% | 289 |
|
|
2025
Q2 | $519K | Buy |
1,178
+109
| +10% | +$45.2K | 0.06% | 304 |
|
|
2025
Q1 | $449K | Buy |
1,069
+1
| +0.1% | +$432 | 0.06% | 317 |
|
|
2024
Q4 | $454K | Buy |
1,068
+3
| +0.3% | +$1.3K | 0.06% | 305 |
|
|
2024
Q3 | $451K | Buy |
1,065
+1
| +0.1% | +$406 | 0.06% | 321 |
|
|
2024
Q2 | $416K | Sell |
1,064
-2,258
| -68% | -$877K | 0.06% | 317 |
|
|
2024
Q1 | $1.32M | Sell |
3,322
-322
| -9% | -$124K | 0.17% | 126 |
|
|
2023
Q4 | $1.37M | Buy |
3,644
+2
| +0.1% | +$699 | 0.22% | 109 |
|
|
2023
Q3 | $1.22M | Sell |
3,642
-599
| -14% | -$208K | 0.22% | 112 |
|
|
2023
Q2 | $1.46M | Buy |
4,241
+702
| +20% | +$236K | 0.25% | 101 |
|
|
2023
Q1 | $1.18M | Sell |
3,539
-213
| -6% | -$70.8K | 0.22% | 118 |
|
|
2022
Q4 | $1.24M | Buy |
3,752
+591
| +19% | +$192K | 0.26% | 105 |
|
|
2022
Q3 | $908K | Sell |
3,161
-1,998
| -39% | -$635K | 0.2% | 132 |
|
|
2022
Q2 | $1.59M | Buy |
5,159
+2,000
| +63% | +$654K | 0.31% | 82 |
|
|
2022
Q1 | $1.1M | Buy |
3,159
+1,022
| +48% | +$355K | 0.18% | 145 |
|
|
2021
Q4 | $776K | Buy |
2,137
+28
| +1% | +$9.95K | 0.13% | 194 |
|
|
2021
Q3 | $714K | Buy |
2,109
+466
| +28% | +$163K | 0.13% | 199 |
|
|
2021
Q2 | $567K | Buy |
1,643
+147
| +10% | +$50.2K | 0.1% | 247 |
|
|
2021
Q1 | $494K | Sell |
1,496
-243
| -14% | -$76.7K | 0.09% | 267 |
|
|
2020
Q4 | $532K | Buy |
1,739
+92
| +6% | +$26.8K | 0.11% | 237 |
|
|
2020
Q3 | $457K | Sell |
1,647
-1,884
| -53% | -$515K | 0.1% | 241 |
|
|
2020
Q2 | $911K | Buy |
3,531
+2,175
| +160% | +$535K | 0.22% | 117 |
|
|
2020
Q1 | $297K | Buy |
+1,356
| New | +$360K | 0.09% | 278 |
|
|
2019
Q3 | – | Sell |
-751
| Closed | -$200K | – | 435 |
|
|
2019
Q2 | $200K | Buy |
+751
| New | +$196K | 0.04% | 438 |
|
|
2018
Q1 | – | Sell |
-2,448
| Closed | -$605K | – | 290 |
|
|
2017
Q4 | $605K | Buy |
+2,448
| New | +$580K | 0.14% | 196 |
|
|
2015
Q3 | – | Sell |
-7,869
| Closed | -$1.38M | – | 28 |
|
|
2015
Q2 | $1.38M | Sell |
7,869
-491
| -6% | -$88.3K | 1.79% | 22 |
|
|
2015
Q1 | $1.49M | Sell |
8,360
-1,107
| -12% | -$197K | 1.63% | 22 |
|
|
2014
Q4 | $1.68M | Sell |
9,467
-1,908
| -17% | -$331K | 1.77% | 22 |
|
|
2014
Q3 | $1.94M | Sell |
11,375
-301
| -3% | -$51K | 1.85% | 20 |
|
|
2014
Q2 | $1.96M | Buy |
11,676
+1,620
| +16% | +$269K | 1.7% | 17 |
|
|
2014
Q1 | $1.65M | Sell |
10,056
-2,098
| -17% | -$339K | 1.41% | 23 |
|
|
2013
Q4 | $2.01M | Sell |
12,154
-1,521
| -11% | -$239K | 1.45% | 22 |
|
|
2013
Q3 | $2.06M | Sell |
13,675
-5,258
| -28% | -$802K | 1.42% | 26 |
|
|
2013
Q2 | $2.81M | Buy |
+18,933
| New | +$2.83M | 2.26% | 20 |
|
Other funds holding DIA
Institute for Wealth Management's DIA Position: Q2 2026 in Review
Institute for Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 88% in Q2 2026, selling an estimated $3.45M and leaving 974 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #323.
Institute for Wealth Management first reported a position in DIA in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.65M in Q1 2026. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.
- Institute for Wealth Management held 974 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $509K as of Q2 2026.
- Institute for Wealth Management sold 6,907 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3.45M.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #323 holding.
- Institute for Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 37 quarters since.
- Institute for Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.65M in Q1 2026.
- 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.