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

Lionsbridge 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 		$2.53M Sell
4,838
-236
-5% -$118K 2.48% 10
2026
Q1 		$2.35M Sell
5,074
-1,128
-18% -$546K 2.36% 12
2025
Q4 		$2.98M Buy
6,202
+2,834
+84% +$1.34M 3.02% 9
2025
Q3 		$1.56M Buy
3,368
+33
+1% +$14.9K 1.54% 31
2025
Q2 		$1.47M Sell
3,335
-1,617
-33% -$671K 1.46% 30
2025
Q1 		$2.08M Buy
4,952
+2,007
+68% +$868K 1.85% 18
2024
Q4 		$1.25M Buy
2,945
+707
+32% +$306K 1.05% 34
2024
Q3 		$947K Buy
+2,238
New +$909K 0.75% 43
2024
Q1 		– Sell
-3,329
Closed -$1.25M – 56
2023
Q4 		$1.25M Buy
+3,329
New +$1.16M 1% 33
2023
Q2 		– Sell
-13,811
Closed -$4.59M – 46
2023
Q1 		$4.59M Sell
13,811
-438
-3% -$146K 4.24% 7
2022
Q4 		$4.72M Buy
14,249
+13,191
+1,247% +$4.29M 4.6% 6
2022
Q3 		$303K Buy
1,058
+37
+4% +$11.8K 0.43% 29
2022
Q2 		$314K Sell
1,021
-1
-0.1% -$327 0.36% 36
2022
Q1 		$354K Sell
1,022
-54
-5% -$18.7K 0.41% 45
2021
Q4 		$390K Sell
1,076
-9
-0.8% -$3.2K 0.42% 48
2021
Q3 		$367K Sell
1,085
-130
-11% -$45.4K 0.4% 47
2021
Q2 		$419K Buy
+1,215
New +$415K 0.45% 47
2020
Q1 		– Sell
-15
Closed -$4K – 96
2019
Q4 		$4K Buy
+15
New +$4.13K ﹤0.01% 150

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

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

Lionsbridge Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.7% in Q2 2026, selling an estimated $118K and leaving 4,838 shares worth $2.53M. The position accounts for 2.48% of the portfolio, ranked #10.

Lionsbridge Wealth Management first reported a position in DIA in Q4 2019 and has held it in 18 quarters since. The position peaked at $4.72M in Q4 2022. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Lionsbridge Wealth Management held 4,838 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.53M as of Q2 2026.
  • Lionsbridge Wealth Management sold 236 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $118K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.48% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Lionsbridge Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 18 quarters since.
  • Lionsbridge Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.72M in Q4 2022.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.