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

Latko 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
2026 Q2	$17.8M	Sell	34,130 -4,866	-12%	-$2.43M	7.57%	4
2026 Q1	$18.1M	Sell	38,996 -14,001	-26%	-$6.78M	8.81%	4
2025 Q4	$25.5M	Sell	52,997 -10,856	-17%	-$5.14M	12.47%	3
2025 Q3	$29.6M	Sell	63,853 -1,583	-2%	-$713K	15.01%	2
2025 Q2	$28.8M	Buy	65,436 +1,620	+3%	+$672K	16.21%	2
2025 Q1	$26.8M	Sell	63,816 -2,876	-4%	-$1.24M	17.38%	2
2024 Q4	$28.4M	Buy	66,692 +204	+0.3%	+$88.3K	16.82%	2
2024 Q3	$28.1M	Buy	+66,488	New	+$27M	17.06%	2

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Latko Wealth Management's DIA Position: Q2 2026 in Review

Latko Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 12% in Q2 2026, selling an estimated $2.43M and leaving 34,130 shares worth $17.8M. The position accounts for 7.57% of the portfolio, ranked #4.

Latko Wealth Management first reported a position in DIA in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.6M in Q3 2025. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Latko Wealth Management held 34,130 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $17.8M as of Q2 2026.
Latko Wealth Management sold 4,866 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.43M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 7.57% of Latko Wealth Management's portfolio in Q2 2026, its #4 holding.
Latko Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 8 quarters since.
Latko Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $29.6M in Q3 2025.
738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.