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

NewEdge 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	$5.19M	Buy	9,944 +154	+2%	+$76.9K	0.05%	228
2026 Q1	$4.53M	Sell	9,790 -568	-5%	-$275K	0.05%	237
2025 Q4	$4.98M	Buy	10,358 +421	+4%	+$199K	0.06%	233
2025 Q3	$4.7M	Sell	9,937 -180	-2%	-$81.1K	0.07%	219
2025 Q2	$4.45M	Buy	10,117 +1,085	+12%	+$450K	0.07%	228
2025 Q1	$3.79M	Sell	9,032 -2,998	-25%	-$1.3M	0.07%	229
2024 Q4	$5.12M	Buy	12,030 +8,035	+201%	+$3.48M	0.09%	184
2024 Q3	$1.69M	Buy	3,995 +1,004	+34%	+$408K	0.03%	377
2024 Q2	$1.17M	Buy	2,991 +26	+0.9%	+$10.1K	0.03%	395
2024 Q1	$1.13M	Sell	2,965 -223	-7%	-$85.9K	0.03%	406
2023 Q4	$1.2M	Buy	+3,188	New	+$1.11M	0.03%	372

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

NewEdge Wealth's DIA Position: Q2 2026 in Review

NewEdge Wealth increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.6% in Q2 2026, buying an estimated $76.9K and bringing the position to 9,944 shares worth $5.19M. The position accounts for 0.05% of the portfolio, ranked #228.

NewEdge Wealth first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

NewEdge Wealth held 9,944 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.19M as of Q2 2026.
NewEdge Wealth bought 154 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $76.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #228 holding.
NewEdge Wealth 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.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.