NW
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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
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

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return