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

Liberty 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 		$257K Hold
555
– – 0.03% 226
2026
Q1 		$257K Sell
555
-15
-3% -$7.27K 0.03% 226
2025
Q4 		$274K Buy
570
+1
+0.2% +$473 0.04% 207
2025
Q3 		$264K Hold
569
– – 0.04% 197
2025
Q2 		$251K Sell
569
-7
-1% -$2.9K 0.04% 188
2025
Q1 		$242K Sell
576
-54
-9% -$23.4K 0.05% 137
2024
Q4 		$268K Hold
630
– – 0.04% 169
2024
Q3 		$267K Buy
630
+28
+5% +$11.4K 0.05% 171
2024
Q2 		$235K Sell
602
-21
-3% -$8.15K 0.04% 177
2024
Q1 		$248K Sell
623
-311
-33% -$120K 0.05% 159
2023
Q4 		$352K Buy
934
+1
+0.1% +$349 0.08% 123
2023
Q3 		$312K Buy
933
+294
+46% +$102K 0.08% 124
2023
Q2 		$220K Sell
639
-28
-4% -$9.42K 0.05% 172
2023
Q1 		$222K Buy
+667
New +$222K 0.05% 207
2022
Q3 		– Sell
-661
Closed -$203K – 151
2022
Q2 		$203K Buy
661
+6
+0.9% +$1.96K 0.08% 136
2022
Q1 		$227K Buy
+655
New +$227K 0.08% 131
2021
Q4 		– Sell
-865
Closed -$307K – 141
2021
Q3 		$293K Sell
865
-95
-10% -$33.2K 0.1% 119
2021
Q2 		$227K Buy
960
+306
+47% +$104K 0.09% 117
2021
Q1 		$197K Hold
654
– – 0.1% 108
2020
Q4 		$197K Sell
654
-35
-5% -$10.2K 0.1% 107
2020
Q3 		$191K Sell
689
-163
-19% -$44.5K 0.11% 100
2020
Q2 		$220K Sell
852
-84
-9% -$20.7K 0.15% 88
2020
Q1 		$205K Sell
936
-15
-2% -$3.98K 0.18% 86
2019
Q4 		$271K Buy
951
+1
+0.1% +$276 0.21% 86
2019
Q3 		$256K Sell
950
-506
-35% -$135K 0.24% 79
2019
Q2 		$387K Buy
1,456
+671
+85% +$175K 0.34% 61
2019
Q1 		$203K Sell
785
-190
-19% -$47.8K 0.15% 86
2018
Q4 		$227K Buy
+975
New +$243K 0.17% 79

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

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

Liberty Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 555 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #226.

Liberty Wealth Management first reported a position in DIA in Q4 2018 and has held it in 28 quarters since. The position peaked at $387K in Q2 2019. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Liberty Wealth Management held 555 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $257K as of Q2 2026.
  • Liberty Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Liberty Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $387K in Q2 2019.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.