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
2021 Q4	–	Sell	-500	Closed	-$169K	–	493
2021 Q3	$169K	Buy	+500	New	+$175K	0.03%	467

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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.