Omni 360 Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Omni 360 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	$866K	Hold	1,657	–	–	0.4%	57
2026 Q1	$768K	Sell	1,657 -10	-0.6%	-$4.84K	0.4%	56
2025 Q4	$819K	Hold	1,667	–	–	0.42%	57
2025 Q3	$773K	Sell	1,667 -7	-0.4%	-$3.15K	0.43%	56
2025 Q2	$738K	Sell	1,674 -20	-1%	-$8.3K	0.46%	52
2025 Q1	$711K	Sell	1,694 -25	-1%	-$10.8K	0.48%	53
2024 Q4	$731K	Sell	1,719 -10	-0.6%	-$4.33K	0.49%	52
2024 Q3	$732K	Sell	1,729 -3	-0.2%	-$1.22K	0.5%	53
2024 Q2	$677K	Sell	1,732 -121	-7%	-$47K	0.51%	49
2024 Q1	$737K	Sell	1,853 -22	-1%	-$8.47K	0.61%	44
2023 Q4	$707K	Buy	+1,875	New	+$655K	0.66%	41

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

Omni 360 Wealth's DIA Position: Q2 2026 in Review

Omni 360 Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,657 shares worth $866K. The position accounts for 0.4% of the portfolio, ranked #57.

Omni 360 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.

Omni 360 Wealth held 1,657 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $866K as of Q2 2026.
Omni 360 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 0.4% of Omni 360 Wealth's portfolio in Q2 2026, its #57 holding.
Omni 360 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 Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.