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Newbridge Financial Services Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Newbridge Financial Services Group’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 		$1.01M Sell
1,935
-187
-9% -$93.4K 0.13% 128
2026
Q1 		$983K Sell
2,122
-382
-15% -$185K 0.16% 106
2025
Q4 		$1.2M Sell
2,504
-272
-10% -$129K 0.19% 95
2025
Q3 		$1.29M Sell
2,776
-41
-1% -$18.5K 0.19% 97
2025
Q2 		$1.24M Sell
2,817
-370
-12% -$154K 0.2% 90
2025
Q1 		$1.34M Buy
3,187
+258
+9% +$112K 0.32% 70
2024
Q4 		$1.25M Sell
2,929
-222
-7% -$96.1K 0.32% 68
2024
Q3 		$1.33M Buy
3,151
+404
+15% +$164K 0.47% 52
2024
Q2 		$1.07M Sell
2,747
-254
-8% -$98.6K 0.4% 52
2024
Q1 		$1.19M Buy
3,001
+34
+1% +$13.1K 0.52% 39
2023
Q4 		$1.12M Sell
2,967
-266
-8% -$93K 0.55% 32
2023
Q3 		$1.08M Sell
3,233
-172
-5% -$59.7K 0.54% 28
2023
Q2 		$1.17M Sell
3,405
-113
-3% -$38K 0.57% 24
2023
Q1 		$1.17M Sell
3,518
-101
-3% -$33.6K 0.62% 24
2022
Q4 		$1.2M Buy
3,619
+37
+1% +$12K 0.69% 20
2022
Q3 		$1.03M Buy
3,582
+118
+3% +$37.5K 0.6% 19
2022
Q2 		$1.07M Buy
3,464
+528
+18% +$173K 0.66% 19
2022
Q1 		$1.02M Buy
2,936
+418
+17% +$145K 0.5% 35
2021
Q4 		$915K Buy
2,518
+825
+49% +$293K 0.43% 41
2021
Q3 		$573K Buy
1,693
+234
+16% +$81.7K 0.36% 59
2021
Q2 		$503K Buy
1,459
+73
+5% +$24.9K 0.31% 73
2021
Q1 		$458K Buy
1,386
+135
+11% +$42.6K 0.34% 67
2020
Q4 		$383K Sell
1,251
-258
-17% -$75.1K 0.32% 72
2020
Q3 		$419K Buy
+1,509
New +$412K 0.41% 54

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

Newbridge Financial Services Group's DIA Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.8% in Q2 2026, selling an estimated $93.4K and leaving 1,935 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #128.

Newbridge Financial Services Group first reported a position in DIA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q1 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Newbridge Financial Services Group held 1,935 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.01M as of Q2 2026.
  • Newbridge Financial Services Group sold 187 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $93.4K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Newbridge Financial Services Group's portfolio in Q2 2026, its #128 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.34M 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 Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.