One Wealth Management Investment & Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

One Wealth Management Investment & Advisory 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	$1.11M	Sell	2,120 -58	-3%	-$29K	1.16%	14
2026 Q1	$1.01M	Sell	2,178 -78	-3%	-$37.8K	1.22%	15
2025 Q4	$1.08M	Buy	2,256 +3	+0.1%	+$1.42K	1.18%	16
2025 Q3	$1.04M	Sell	2,253 -4	-0.2%	-$1.8K	1.21%	14
2025 Q2	$995K	Buy	2,257 +1	+0%	+$415	1.28%	15
2025 Q1	$947K	Sell	2,256 -48	-2%	-$20.8K	1.57%	14
2024 Q4	$980K	Buy	2,304 +319	+16%	+$138K	1.55%	13
2024 Q3	$840K	Buy	1,985 +51	+3%	+$20.7K	1.47%	13
2024 Q2	$756K	Buy	1,934 +2	+0.1%	+$776	0.3%	51
2024 Q1	$768K	Sell	1,932 -586	-23%	-$226K	0.31%	51
2023 Q4	$949K	Buy	+2,518	New	+$880K	0.42%	45

Other funds holding DIA

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MAWCM

Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's DIA Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.7% in Q2 2026, selling an estimated $29K and leaving 2,120 shares worth $1.11M. The position accounts for 1.16% of the portfolio, ranked #14.

One Wealth Management Investment & Advisory Services first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 502 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

One Wealth Management Investment & Advisory Services held 2,120 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.11M as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 58 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $29K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.16% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #14 holding.
One Wealth Management Investment & Advisory Services 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.
502 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.