Parisi Gray Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Parisi Gray 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	$404K	Sell	774 -11	-1%	-$5.49K	0.08%	104
2026 Q1	$363K	Buy	785 +3	+0.4%	+$1.45K	0.09%	104
2025 Q4	$376K	Buy	782 +1	+0.1%	+$473	0.09%	98
2025 Q3	$362K	Buy	781 +2	+0.3%	+$901	0.09%	95
2025 Q2	$343K	Buy	779 +3	+0.4%	+$1.25K	0.1%	91
2025 Q1	$326K	Buy	776 +3	+0.4%	+$1.3K	0.11%	86
2024 Q4	$329K	Buy	773 +3	+0.4%	+$1.3K	0.1%	87
2024 Q3	$326K	Buy	770 +3	+0.4%	+$1.22K	0.11%	88
2024 Q2	$300K	Sell	767 -18	-2%	-$6.99K	0.11%	91
2024 Q1	$312K	Sell	785 -214	-21%	-$82.4K	0.12%	89
2023 Q4	$377K	Sell	999 -10	-1%	-$3.49K	0.15%	80
2023 Q3	$338K	Sell	1,009 -536	-35%	-$186K	0.15%	81
2023 Q2	$514K	Hold	1,545	–	–	0.23%	66
2023 Q1	$514K	Sell	1,545 -50	-3%	-$16.6K	0.32%	50
2022 Q4	$528K	Buy	1,595 +74	+5%	+$24.1K	0.26%	66
2022 Q3	$437K	Buy	+1,521	New	+$484K	0.33%	50
2022 Q2	–	Sell	-4,350	Closed	-$1.51M	–	108
2022 Q1	$1.51M	Buy	+4,350	New	+$1.51M	0.61%	37

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

Parisi Gray Wealth Management's DIA Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.4% in Q2 2026, selling an estimated $5.49K and leaving 774 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #104.

Parisi Gray Wealth Management first reported a position in DIA in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.51M in Q1 2022. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Parisi Gray Wealth Management held 774 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $404K as of Q2 2026.
Parisi Gray Wealth Management sold 11 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $5.49K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #104 holding.
Parisi Gray Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 17 quarters since.
Parisi Gray Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.51M in Q1 2022.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.