LWM Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

LWM Advisory Services’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	$512K	Sell	1,106 -148	-12%	-$71.7K	0.55%	39
2025 Q4	$603K	Buy	1,254 +1	+0.1%	+$473	0.35%	42
2025 Q3	$581K	Hold	1,253	–	–	0.34%	46
2025 Q2	$552K	Buy	1,253 +1	+0.1%	+$415	0.38%	46
2025 Q1	$526K	Buy	1,252 +1	+0.1%	+$432	0.37%	49
2024 Q4	$532K	Hold	1,251	–	–	0.37%	47
2024 Q3	$529K	Buy	1,251 +120	+11%	+$48.8K	0.39%	45
2024 Q2	$442K	Hold	1,131	–	–	0.37%	48
2024 Q1	$450K	Buy	+1,131	New	+$436K	0.36%	53

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LWM Advisory Services's DIA Position: Q1 2026 in Review

LWM Advisory Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 12% in Q1 2026, selling an estimated $71.7K and leaving 1,106 shares worth $512K. The position accounts for 0.55% of the portfolio, ranked #39.

LWM Advisory Services first reported a position in DIA in Q1 2024 and has held it in 9 quarters since. The position peaked at $603K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

LWM Advisory Services held 1,106 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $512K as of Q1 2026.
LWM Advisory Services sold 148 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $71.7K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.55% of LWM Advisory Services's portfolio in Q1 2026, its #39 holding.
LWM Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 9 quarters since.
LWM Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $603K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.