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

Modera 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 		$1.64M Sell
3,133
-102
-3% -$50.9K 0.02% 293
2026
Q1 		$1.5M Buy
3,235
+50
+2% +$24.2K 0.02% 287
2025
Q4 		$1.53M Sell
3,185
-475
-13% -$225K 0.02% 291
2025
Q3 		$1.7M Sell
3,660
-182
-5% -$82K 0.02% 274
2025
Q2 		$1.69M Buy
3,842
+236
+7% +$97.9K 0.02% 276
2025
Q1 		$1.51M Sell
3,606
-280
-7% -$121K 0.02% 275
2024
Q4 		$1.65M Buy
3,886
+1,263
+48% +$547K 0.02% 267
2024
Q3 		$1.11M Sell
2,623
-266
-9% -$108K 0.01% 299
2024
Q2 		$1.13M Sell
2,889
-150
-5% -$58.2K 0.02% 279
2024
Q1 		$1.21M Buy
3,039
+58
+2% +$22.3K 0.02% 275
2023
Q4 		$1.12M Buy
2,981
+349
+13% +$122K 0.02% 282
2023
Q3 		$882K Sell
2,632
-382
-13% -$132K 0.02% 295
2023
Q2 		$1.04M Buy
3,014
+2,382
+377% +$802K 0.02% 293
2023
Q1 		$210K Hold
632
– – 0.01% 331
2022
Q4 		$209K Buy
+632
New +$205K 0.01% 327
2022
Q2 		– Sell
-1,604
Closed -$556K – 344
2022
Q1 		$556K Buy
1,604
+202
+14% +$70.1K 0.02% 194
2021
Q4 		$509K Buy
1,402
+770
+122% +$274K 0.02% 271
2021
Q3 		$214K Sell
632
-59
-9% -$20.6K 0.01% 252
2021
Q2 		$238K Buy
691
+77
+13% +$26.3K 0.01% 207
2021
Q1 		$203K Buy
+614
New +$194K 0.01% 222

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

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

Modera Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.2% in Q2 2026, selling an estimated $50.9K and leaving 3,133 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #293.

Modera Wealth Management first reported a position in DIA in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.7M in Q3 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Modera Wealth Management held 3,133 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.64M as of Q2 2026.
  • Modera Wealth Management sold 102 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $50.9K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Modera Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 20 quarters since.
  • Modera Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.7M in Q3 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 Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.