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

Leo Wealth LLC’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 Q1	$2.24M	Sell	4,827 -25	-0.5%	-$12.1K	0.16%	113
2025 Q4	$2.33M	Buy	4,852 +258	+6%	+$122K	0.17%	104
2025 Q3	$2.13M	Sell	4,594 -87	-2%	-$39.2K	0.28%	73
2025 Q2	$2.06M	Buy	4,681 +792	+20%	+$329K	0.16%	114
2025 Q1	$1.63M	Sell	3,889 -78	-2%	-$33.7K	0.23%	84
2024 Q4	$1.69M	Buy	3,967 +14	+0.4%	+$6.06K	0.15%	115
2024 Q3	$1.67M	Buy	3,953 +14	+0.4%	+$5.69K	0.15%	106
2024 Q2	$1.54M	Buy	3,939 +12	+0.3%	+$4.66K	0.16%	110
2024 Q1	$1.56M	Buy	3,927 +17	+0.4%	+$6.55K	0.16%	111
2023 Q4	$1.47M	Buy	+3,910	New	+$1.37M	0.15%	110

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Leo Wealth LLC's DIA Position: Q1 2026 in Review

Leo Wealth LLC reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.52% in Q1 2026, selling an estimated $12.1K and leaving 4,827 shares worth $2.24M. The position accounts for 0.16% of the portfolio, ranked #113.

Leo Wealth LLC first reported a position in DIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.33M in Q4 2025. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Leo Wealth LLC held 4,827 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.24M as of Q1 2026.
Leo Wealth LLC sold 25 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $12.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Leo Wealth LLC's portfolio in Q1 2026, its #113 holding.
Leo Wealth LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.33M in Q4 2025.
1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.