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
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: Q1 2026 in Review
Institute for Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 565% in Q1 2026, buying an estimated $3.24M and bringing the position to 7,881 shares worth $3.65M. The position accounts for 0.39% of the portfolio, ranked #53.
Institute for Wealth Management first reported a position in DIA in Q2 2013 and has held it in 36 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.
- Institute for Wealth Management held 7,881 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.65M as of Q1 2026.
- Institute for Wealth Management bought 6,696 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $3.24M.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.39% of Institute for Wealth Management's portfolio in Q1 2026, its #53 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 36 quarters since.
- 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.