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

JFS 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 		$1.2M Sell
2,295
-168
-7% -$83.9K 0.06% 150
2026
Q1 		$1.14M Buy
2,463
+117
+5% +$56.7K 0.06% 152
2025
Q4 		$1.13M Sell
2,346
-64
-3% -$30.3K 0.06% 152
2025
Q3 		$1.12M Sell
2,410
-66
-3% -$29.7K 0.07% 155
2025
Q2 		$1.09M Buy
2,476
+116
+5% +$48.1K 0.07% 145
2025
Q1 		$991K Buy
2,360
+139
+6% +$60.1K 0.07% 148
2024
Q4 		$945K Buy
2,221
+150
+7% +$64.9K 0.06% 143
2024
Q3 		$876K Hold
2,071
– – 0.06% 156
2024
Q2 		$810K Sell
2,071
-40
-2% -$15.5K 0.06% 129
2024
Q1 		$840K Hold
2,111
– – 0.07% 126
2023
Q4 		$796K Hold
2,111
– – 0.07% 119
2023
Q3 		$707K Hold
2,111
– – 0.07% 127
2023
Q2 		$726K Hold
2,111
– – 0.07% 129
2023
Q1 		$702K Sell
2,111
-1,226
-37% -$407K 0.07% 132
2022
Q4 		$1.11M Buy
3,337
+408
+14% +$133K 0.11% 103
2022
Q3 		$841K Sell
2,929
-849
-22% -$270K 0.09% 115
2022
Q2 		$1.16M Buy
3,778
+806
+27% +$264K 0.12% 96
2022
Q1 		$1.03M Buy
2,972
+328
+12% +$114K 0.1% 114
2021
Q4 		$961K Buy
2,644
+578
+28% +$205K 0.09% 122
2021
Q3 		$699K Buy
+2,066
New +$722K 0.07% 130
2016
Q4 		– Sell
-82
Closed -$15K – 453
2016
Q3 		$15K Buy
+82
New +$15.1K ﹤0.01% 352

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JFS Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.8% in Q2 2026, selling an estimated $83.9K and leaving 2,295 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #150.

JFS Wealth Advisors first reported a position in DIA in Q3 2016 and has held it in 21 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • JFS Wealth Advisors held 2,295 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.2M as of Q2 2026.
  • JFS Wealth Advisors sold 168 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $83.9K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of JFS Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • JFS Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2016 and has held it in 21 quarters since.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.