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

Obermeyer Wealth Partners’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	$311K	Hold	596	–	–	0.01%	243
2026 Q1	$276K	Hold	596	–	–	0.01%	256
2025 Q4	$286K	Sell	596 -11	-2%	-$5.2K	0.01%	244
2025 Q3	$281K	Buy	607 +20	+3%	+$9.01K	0.01%	243
2025 Q2	$259K	Hold	587	–	–	0.01%	238
2025 Q1	$246K	Hold	587	–	–	0.01%	226
2024 Q4	$250K	Hold	587	–	–	0.01%	223
2024 Q3	$248K	Buy	+587	New	+$238K	0.01%	221

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

Obermeyer Wealth Partners's DIA Position: Q2 2026 in Review

Obermeyer Wealth Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 596 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #243.

Obermeyer Wealth Partners first reported a position in DIA in Q3 2024 and has held it in 8 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Obermeyer Wealth Partners held 596 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $311K as of Q2 2026.
Obermeyer Wealth Partners left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #243 holding.
Obermeyer Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 8 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 Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.