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

North Ridge 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 Q1	$66.7K	Hold	144	–	–	0.04%	74
2025 Q4	$69.2K	Hold	144	–	–	0.04%	74
2025 Q3	$66.8K	Hold	144	–	–	0.04%	76
2025 Q2	$63.5K	Hold	144	–	–	0.04%	70
2025 Q1	$60.5K	Buy	144 +139	+2,780%	+$60.1K	0.04%	67
2024 Q4	$2.13K	Buy	+5	New	+$2.16K	﹤0.01%	150

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

North Ridge Wealth Advisors's DIA Position: Q1 2026 in Review

North Ridge Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 144 shares worth $66.7K. The position accounts for 0.04% of the portfolio, ranked #74.

North Ridge Wealth Advisors first reported a position in DIA in Q4 2024 and has held it in 6 quarters since. The position peaked at $69.2K in Q4 2025. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

North Ridge Wealth Advisors held 144 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $66.7K as of Q1 2026.
North Ridge Wealth Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #74 holding.
North Ridge Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 6 quarters since.
North Ridge Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $69.2K in Q4 2025.
1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.