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

Institute for 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
2023
Q3 		– Hold
0
– -$516K – 460
2023
Q2 		– Hold
0
– – – 259
2020
Q4 		– Sell
-1,500
Closed -$416K – 448
2020
Q3 		$416K Buy
+1,500
New +$410K 0.1% 261
2020
Q2 		– Sell
-700
Closed -$153K – 429
2020
Q1 		$153K Buy
+700
New +$186K 0.05% 379
2019
Q3 		– Sell
-1,100
Closed -$25K – 434
2019
Q2 		$25K Buy
+1,100
New +$287K 0.01% 467

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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. 664 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.
  • 664 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.