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

Olistico 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 		$671K Hold
1,284
– – 0.29% 61
2026
Q1 		$595K Hold
1,284
– – 0.29% 61
2025
Q4 		$617K Hold
1,284
– – 0.3% 56
2025
Q3 		$595K Sell
1,284
-55
-4% -$24.8K 0.31% 55
2025
Q2 		$590K Buy
1,339
+201
+18% +$83.4K 0.33% 54
2025
Q1 		$562K Sell
1,138
-201
-15% -$86.9K 0.35% 54
2024
Q4 		$570K Buy
1,339
+201
+18% +$87K 0.33% 53
2024
Q3 		$482K Sell
1,138
-1
-0.1% -$406 0.29% 65
2024
Q2 		$445K Buy
1,139
+2
+0.2% +$776 0.28% 69
2024
Q1 		$452K Sell
1,137
-28
-2% -$10.8K 0.33% 66
2023
Q4 		$439K Buy
1,165
+3
+0.3% +$1.05K 0.34% 70
2023
Q3 		$389K Buy
1,162
+2
+0.2% +$694 0.35% 72
2023
Q2 		$399K Sell
1,160
-57
-5% -$19.2K 0.34% 72
2023
Q1 		$405K Buy
1,217
+2
+0.2% +$665 0.39% 64
2022
Q4 		$402K Buy
+1,215
New +$395K 0.44% 66

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

Olistico Wealth's DIA Position: Q2 2026 in Review

Olistico Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,284 shares worth $671K. The position accounts for 0.29% of the portfolio, ranked #61.

Olistico Wealth first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Olistico Wealth held 1,284 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $671K as of Q2 2026.
  • Olistico Wealth 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 0.29% of Olistico Wealth's portfolio in Q2 2026, its #61 holding.
  • Olistico Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 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 Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.