Paradigm Strategies in Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Paradigm Strategies in Wealth Management’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	$514K	Sell	983 -13	-1%	-$6.49K	0.31%	39
2026 Q1	$461K	Hold	996	–	–	0.31%	35
2025 Q4	$479K	Hold	996	–	–	0.31%	34
2025 Q3	$462K	Hold	996	–	–	0.3%	35
2025 Q2	$439K	Sell	996 -12	-1%	-$4.98K	0.29%	36
2025 Q1	$423K	Sell	1,008 -100	-9%	-$43.2K	0.29%	34
2024 Q4	$471K	Hold	1,108	–	–	0.31%	34
2024 Q3	$469K	Hold	1,108	–	–	0.29%	32
2024 Q2	$433K	Hold	1,108	–	–	0.27%	30
2024 Q1	$441K	Hold	1,108	–	–	0.27%	31
2023 Q4	$418K	Hold	1,108	–	–	0.27%	29
2023 Q3	$371K	Sell	1,108 -80	-7%	-$27.7K	0.24%	32
2023 Q2	$408K	Hold	1,188	–	–	0.28%	25
2023 Q1	$395K	Sell	1,188 -75	-6%	-$24.9K	0.31%	24
2022 Q4	$418K	Hold	1,263	–	–	0.37%	23
2022 Q3	$363K	Sell	1,263 -32	-2%	-$10.2K	0.33%	27
2022 Q2	$399K	Hold	1,295	–	–	0.43%	26
2022 Q1	$449K	Hold	1,295	–	–	0.47%	25
2021 Q4	$470K	Sell	1,295 -20	-2%	-$7.11K	0.48%	24
2021 Q3	$445K	Sell	1,315 -5	-0.4%	-$1.75K	0.42%	27
2021 Q2	$455K	Sell	1,320 -30	-2%	-$10.2K	0.41%	27
2021 Q1	$446K	Buy	+1,350	New	+$426K	0.43%	27

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

Paradigm Strategies in Wealth Management's DIA Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.3% in Q2 2026, selling an estimated $6.49K and leaving 983 shares worth $514K. The position accounts for 0.31% of the portfolio, ranked #39.

Paradigm Strategies in Wealth Management first reported a position in DIA in Q1 2021 and has held it in 22 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Paradigm Strategies in Wealth Management held 983 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $514K as of Q2 2026.
Paradigm Strategies in Wealth Management sold 13 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $6.49K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.31% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #39 holding.
Paradigm Strategies in Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 22 quarters since.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.