One Charles Private Wealth Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

One Charles Private Wealth Services’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	$337K	Hold	646	–	–	0.08%	126
2026 Q1	$299K	Hold	646	–	–	0.07%	130
2025 Q4	$310K	Buy	+646	New	+$306K	0.08%	124

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

One Charles Private Wealth Services's DIA Position: Q2 2026 in Review

One Charles Private Wealth Services held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 646 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #126.

One Charles Private Wealth Services first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

One Charles Private Wealth Services held 646 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $337K as of Q2 2026.
One Charles Private Wealth Services 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 0.08% of One Charles Private Wealth Services's portfolio in Q2 2026, its #126 holding.
One Charles Private Wealth Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 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 One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.