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

Onyx Bridge Wealth Group’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 		$1.8M Sell
3,455
-70
-2% -$35K 0.16% 113
2026
Q1 		$1.63M Buy
3,525
+30
+0.9% +$14.5K 0.18% 111
2025
Q4 		$1.68M Sell
3,495
-54
-2% -$25.5K 0.18% 102
2025
Q3 		$1.65M Sell
3,549
-24
-0.7% -$10.8K 0.18% 97
2025
Q2 		$1.57M Buy
3,573
+106
+3% +$44K 0.21% 83
2025
Q1 		$1.46M Buy
3,467
+53
+2% +$22.9K 0.21% 87
2024
Q4 		$1.45M Hold
3,414
– – 0.21% 83
2024
Q3 		$1.44M Sell
3,414
-21
-0.6% -$8.53K 0.22% 83
2024
Q2 		$1.34M Sell
3,435
-1
-0% -$388 0.22% 84
2024
Q1 		$1.31M Buy
3,436
+50
+1% +$19.3K 0.23% 77
2023
Q4 		$1.28M Sell
3,386
-52
-2% -$18.2K 0.26% 61
2023
Q3 		$1.15M Buy
3,438
+92
+3% +$31.9K 0.27% 63
2023
Q2 		$1.15M Buy
+3,346
New +$1.13M 0.28% 70

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

Onyx Bridge Wealth Group's DIA Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2% in Q2 2026, selling an estimated $35K and leaving 3,455 shares worth $1.8M. The position accounts for 0.16% of the portfolio, ranked #113.

Onyx Bridge Wealth Group first reported a position in DIA in Q2 2023 and has held it in 13 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Onyx Bridge Wealth Group held 3,455 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.8M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 70 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $35K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #113 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 13 quarters since.
  • 1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.