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

Meridian Wealth Advisors’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	$311K	Buy	+595	New	+$297K	0.04%	172
2020 Q3	–	Sell	-939	Closed	-$242K	–	166
2020 Q2	$242K	Buy	+939	New	+$231K	0.11%	142
2019 Q1	–	Sell	-100	Closed	-$23K	–	195
2018 Q4	$23K	Buy	+100	New	+$25K	0.02%	342

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

Meridian Wealth Advisors's DIA Position: Q2 2026 in Review

Meridian Wealth Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 595 shares worth $311K. The stake represents 0.04% of the portfolio and ranks #172 among its holdings. This is a return to the name: Meridian Wealth Advisors previously reported a position in DIA as recently as Q2 2020.

Meridian Wealth Advisors first reported a position in DIA in Q4 2018 and has held it in 3 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Meridian Wealth Advisors held 595 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $311K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Meridian Wealth Advisors position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Meridian Wealth Advisors's portfolio in Q2 2026, its #172 holding.
Meridian Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 3 quarters since.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.