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

New Wave 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	$236K	Buy	+451	New	+$225K	0.06%	187
2025 Q3	–	Sell	-522	Closed	-$230K	–	181
2025 Q2	$230K	Hold	522	–	–	0.1%	121
2025 Q1	$219K	Sell	522 -53	-9%	-$22.9K	0.1%	123
2024 Q4	$245K	Buy	+575	New	+$249K	0.1%	119

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

New Wave Wealth Advisors's DIA Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 451 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #187 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in DIA as recently as Q2 2025.

New Wave Wealth Advisors first reported a position in DIA in Q4 2024 and has held it in 4 quarters since. The position peaked at $245K in Q4 2024. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

New Wave Wealth Advisors held 451 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $236K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new New Wave Wealth Advisors position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of New Wave Wealth Advisors's portfolio in Q2 2026, its #187 holding.
New Wave Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 4 quarters since.
New Wave Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $245K in Q4 2024.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.