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

Marks Group 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 		$800K Hold
1,532
– – 0.07% 221
2026
Q1 		$710K Sell
1,532
-91
-6% -$44.1K 0.07% 212
2025
Q4 		$780K Hold
1,623
– – 0.07% 207
2025
Q3 		$753K Hold
1,623
– – 0.07% 193
2025
Q2 		$715K Buy
1,623
+281
+21% +$117K 0.07% 200
2025
Q1 		$563K Hold
1,342
– – 0.05% 230
2024
Q4 		$571K Buy
1,342
+455
+51% +$197K 0.06% 206
2024
Q3 		$375K Hold
887
– – 0.04% 241
2024
Q2 		$347K Hold
887
– – 0.04% 245
2024
Q1 		$353K Sell
887
-205
-19% -$79K 0.04% 247
2023
Q4 		$412K Buy
1,092
+91
+9% +$31.8K 0.05% 229
2023
Q3 		$335K Hold
1,001
– – 0.04% 233
2023
Q2 		$344K Hold
1,001
– – 0.04% 237
2023
Q1 		$333K Hold
1,001
– – 0.04% 239
2022
Q4 		$332K Hold
1,001
– – 0.05% 239
2022
Q3 		$288K Hold
1,001
– – 0.04% 239
2022
Q2 		$308K Hold
1,001
– – 0.04% 245
2022
Q1 		$347K Hold
1,001
– – 0.04% 258
2021
Q4 		$364K Hold
1,001
– – 0.04% 258
2021
Q3 		$339K Buy
1,001
+32
+3% +$11.2K 0.05% 235
2021
Q2 		$334K Sell
969
-404
-29% -$138K 0.05% 212
2021
Q1 		$453K Buy
1,373
+371
+37% +$117K 0.07% 182
2020
Q4 		$306K Hold
1,002
– – 0.05% 210
2020
Q3 		$278K Hold
1,002
– – 0.05% 206
2020
Q2 		$258K Hold
1,002
– – 0.05% 206
2020
Q1 		$220K Sell
1,002
-158
-14% -$42K 0.06% 201
2019
Q4 		$331K Buy
+1,160
New +$320K 0.07% 196

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

Marks Group Wealth Management's DIA Position: Q2 2026 in Review

Marks Group Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,532 shares worth $800K. The position accounts for 0.07% of the portfolio, ranked #221.

Marks Group Wealth Management first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Marks Group Wealth Management held 1,532 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $800K as of Q2 2026.
  • Marks Group 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 0.07% of Marks Group Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Marks Group Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.