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

Monograph 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	$3.19M	Hold	6,098	–	–	0.26%	35
2026 Q1	$2.83M	Hold	6,098	–	–	0.27%	34
2025 Q4	$2.94M	Buy	6,098 +4	+0.1%	+$1.89K	0.29%	35
2025 Q3	$2.83M	Buy	6,094 +6	+0.1%	+$2.7K	0.29%	35
2025 Q2	$2.69M	Buy	6,088 +1,547	+34%	+$642K	0.33%	32
2025 Q1	$1.91M	Hold	4,541	–	–	0.26%	35
2024 Q4	$1.94M	Hold	4,541	–	–	0.26%	36
2024 Q3	$1.93M	Sell	4,541 -1,000	-18%	-$406K	0.25%	35
2024 Q2	$2.17M	Hold	5,541	–	–	0.32%	32
2024 Q1	$2.21M	Sell	5,541 -500	-8%	-$193K	0.32%	34
2023 Q4	$2.28M	Hold	6,041	–	–	0.41%	26
2023 Q3	$2.03M	Buy	6,041 +1,500	+33%	+$520K	0.4%	28
2023 Q2	$1.56M	Hold	4,541	–	–	0.34%	25
2023 Q1	$1.51M	Buy	4,541 +1,300	+40%	+$432K	0.36%	23
2022 Q4	$1.08M	Hold	3,241	–	–	0.28%	29
2022 Q3	$934K	Sell	3,241 -1,300	-29%	-$413K	0.31%	28
2022 Q2	$1.4M	Hold	4,541	–	–	0.41%	21
2022 Q1	$1.58M	Hold	4,541	–	–	0.4%	23
2021 Q4	$1.65M	Buy	+4,541	New	+$1.61M	0.42%	23

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

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

Monograph Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 6,098 shares worth $3.19M. The position accounts for 0.26% of the portfolio, ranked #35.

Monograph Wealth Advisors first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Monograph Wealth Advisors held 6,098 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.19M as of Q2 2026.
Monograph Wealth Advisors 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 0.26% of Monograph Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Monograph Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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