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

Modern 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	$10.9M	Buy	20,828 +2,603	+14%	+$1.3M	0.13%	169
2026 Q1	$8.48M	Buy	18,225 +685	+4%	+$332K	0.15%	151
2025 Q4	$8.43M	Sell	17,540 -242	-1%	-$114K	0.15%	144
2025 Q3	$8.25M	Buy	17,782 +12,763	+254%	+$5.75M	0.16%	136
2025 Q2	$2.21M	Sell	5,019 -202,709	-98%	-$84.1M	0.05%	256
2025 Q1	$87.2M	Buy	207,728 +47,490	+30%	+$20.5M	2.79%	5
2024 Q4	$68.2M	Buy	160,238 +159,318	+17,317%	+$69M	2.55%	6
2024 Q3	$389K	Sell	920 -247	-21%	-$100K	0.02%	294
2024 Q2	$456K	Sell	1,167 -154,593	-99%	-$60M	0.03%	236
2024 Q1	$62M	Buy	155,760 +104,330	+203%	+$40.2M	5.75%	6
2023 Q4	$19.4M	Buy	+51,430	New	+$18M	2.45%	11

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

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

Modern Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 14% in Q2 2026, buying an estimated $1.3M and bringing the position to 20,828 shares worth $10.9M. The position accounts for 0.13% of the portfolio, ranked #169.

Modern Wealth Management first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $87.2M in Q1 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Modern Wealth Management held 20,828 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $10.9M as of Q2 2026.
Modern Wealth Management bought 2,603 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.3M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Modern Wealth Management's portfolio in Q2 2026, its #169 holding.
Modern Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $87.2M in Q1 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.