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

MinichMacGregor 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	$251K	Hold	480	–	–	0.04%	130
2026 Q1	$222K	Sell	480 -1,679	-78%	-$813K	0.04%	123
2025 Q4	$1.04M	Buy	2,159 +167	+8%	+$79K	0.19%	54
2025 Q3	$924K	Hold	1,992	–	–	0.18%	59
2025 Q2	$878K	Sell	1,992 -1	-0.1%	-$415	0.19%	54
2025 Q1	$837K	Sell	1,993 -167	-8%	-$72.2K	0.19%	53
2024 Q4	$919K	Buy	2,160 +1,680	+350%	+$727K	0.19%	54
2024 Q3	$203K	Buy	+480	New	+$195K	0.04%	115
2023 Q1	–	Sell	-712	Closed	-$236K	–	226
2022 Q4	$236K	Buy	+712	New	+$231K	0.09%	70
2020 Q2	–	Sell	-1,407	Closed	-$331K	–	76
2020 Q1	$331K	Buy	+1,407	New	+$374K	0.3%	67
2018 Q2	–	Sell	-34	Closed	-$8K	–	538
2018 Q1	$8K	Buy	+34	New	+$8.54K	0.01%	330
2017 Q1	–	Sell	-801	Closed	-$158K	–	466
2016 Q4	$158K	Buy	801 +1	+0.1%	+$189	0.15%	42
2016 Q3	$146K	Hold	800	–	–	0.14%	44
2016 Q2	$143K	Hold	800	–	–	0.14%	49
2016 Q1	$141K	Hold	800	–	–	0.14%	48
2015 Q4	$144K	Buy	+800	New	+$140K	0.13%	46

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

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

MinichMacGregor Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 480 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #130.

MinichMacGregor Wealth Management first reported a position in DIA in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.04M in Q4 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

MinichMacGregor Wealth Management held 480 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $251K as of Q2 2026.
MinichMacGregor 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 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #130 holding.
MinichMacGregor Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 16 quarters since.
MinichMacGregor Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.04M in Q4 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.