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 Q2	–	Sell	-1,106	Closed	-$512K	–	82
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

Morgan Stanley New York $1.89T AUM 35.08% 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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

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

SG Americas Securities New York $179B AUM 65.34% 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

LWM Advisory Services's DIA Position: Q2 2026 in Review

LWM Advisory Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 1,106 shares — an estimated $512K sold.

LWM Advisory Services first reported a position in DIA in Q1 2024 and held it in 9 quarters. The position peaked at $603K in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

LWM Advisory Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
LWM Advisory Services sold 1,106 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $512K.
LWM Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and held it in 9 quarters.
LWM Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $603K in Q4 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.