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

Parkworth 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
2025 Q2	$288K	Buy	653 +2	+0.3%	+$830	0.21%	48
2025 Q1	$273K	Buy	651 +3	+0.5%	+$1.3K	0.22%	48
2024 Q4	$276K	Buy	+648	New	+$281K	0.23%	43

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Parkworth Wealth Management's DIA Position: Q2 2025 in Review

Parkworth Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.31% in Q2 2025, buying an estimated $830 and bringing the position to 653 shares worth $288K. The position accounts for 0.21% of the portfolio, ranked #48.

Parkworth Wealth Management first reported a position in DIA in Q4 2024 and has held it in 3 quarters since. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Parkworth Wealth Management held 653 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $288K as of Q2 2025.
Parkworth Wealth Management bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $830.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.21% of Parkworth Wealth Management's portfolio in Q2 2025, its #48 holding.
Parkworth Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 3 quarters since.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.