Morton Brown Family Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Morton Brown Family Wealth’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	$78.4K	Hold	150	–	–	0.02%	106
2026 Q1	$69.5K	Hold	150	–	–	0.02%	105
2025 Q4	$72.1K	Hold	150	–	–	0.02%	99
2025 Q3	$69.6K	Hold	150	–	–	0.02%	97
2025 Q2	$66.1K	Hold	150	–	–	0.02%	95
2025 Q1	$63K	Hold	150	–	–	0.02%	92
2024 Q4	$63.8K	Hold	150	–	–	0.02%	98
2024 Q3	$63.5K	Hold	150	–	–	0.02%	89
2024 Q2	$61K	Hold	150	–	–	0.02%	87
2024 Q1	$59.7K	Hold	150	–	–	0.02%	83
2023 Q4	$56.5K	Hold	150	–	–	0.02%	94
2023 Q3	$50.2K	Hold	150	–	–	0.03%	80
2023 Q2	$51.6K	Hold	150	–	–	0.03%	76
2023 Q1	$49.9K	Buy	+150	New	+$49.8K	0.03%	75

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

Morton Brown Family Wealth's DIA Position: Q2 2026 in Review

Morton Brown Family Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 150 shares worth $78.4K. The position accounts for 0.02% of the portfolio, ranked #106.

Morton Brown Family Wealth first reported a position in DIA in Q1 2023 and has held it in 14 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Morton Brown Family Wealth held 150 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $78.4K as of Q2 2026.
Morton Brown Family Wealth 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 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #106 holding.
Morton Brown Family Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 14 quarters since.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.