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

Paulson 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	$1.97M	Sell	3,766 -5	-0.1%	-$2.5K	0.42%	27
2026 Q1	$1.75M	Sell	3,771 -36	-0.9%	-$17.4K	0.41%	28
2025 Q4	$1.83M	Buy	3,807 +41	+1%	+$19.4K	0.42%	27
2025 Q3	$1.75M	Sell	3,766 -109	-3%	-$49.1K	0.41%	29
2025 Q2	$1.71M	Buy	3,875 +1	+0%	+$415	0.44%	27
2025 Q1	$1.63M	Sell	3,874 -319	-8%	-$138K	0.46%	28
2024 Q4	$1.78M	Sell	4,193 -1,008	-19%	-$436K	0.49%	28
2024 Q3	$2.2M	Sell	5,201 -883	-15%	-$359K	0.59%	26
2024 Q2	$2.38M	Sell	6,084 -825	-12%	-$320K	0.69%	24
2024 Q1	$2.75M	Sell	6,909 -187	-3%	-$72K	0.81%	22
2023 Q4	$2.67M	Sell	7,096 -392	-5%	-$137K	0.86%	21
2023 Q3	$2.51M	Sell	7,488 -36	-0.5%	-$12.5K	0.88%	21
2023 Q2	$2.59M	Buy	7,524 +5,964	+382%	+$2.01M	0.88%	21
2023 Q1	$519K	Hold	1,560	–	–	0.23%	44
2022 Q4	$517K	Buy	1,560 +1	+0.1%	+$325	0.25%	39
2022 Q3	$448K	Hold	1,559	–	–	0.24%	37
2022 Q2	$480K	Hold	1,559	–	–	0.25%	38
2022 Q1	$541K	Hold	1,559	–	–	0.25%	35
2021 Q4	$566K	Hold	1,559	–	–	0.25%	38
2021 Q3	$527K	Hold	1,559	–	–	0.25%	46
2021 Q2	$538K	Hold	1,559	–	–	0.26%	47
2021 Q1	$531K	Sell	1,559 -100	-6%	-$31.6K	0.26%	45
2020 Q4	$507K	Sell	1,659 -1	-0.1%	-$291	0.3%	44
2020 Q3	$461K	Hold	1,660	–	–	0.3%	47
2020 Q2	$428K	Hold	1,660	–	–	0.3%	50
2020 Q1	$390K	Sell	1,660 -925	-36%	-$246K	0.3%	57
2019 Q4	$758K	Hold	2,585	–	–	0.54%	30
2019 Q3	$696K	Hold	2,585	–	–	0.52%	34
2019 Q2	$707K	Hold	2,585	–	–	0.53%	37
2019 Q1	$670K	Hold	2,585	–	–	0.51%	45
2018 Q4	$631K	Hold	2,585	–	–	0.52%	48
2018 Q3	$650K	Hold	2,585	–	–	0.58%	50
2018 Q2	$627K	Hold	2,585	–	–	0.62%	56
2018 Q1	$624K	Sell	2,585 -52	-2%	-$13.1K	0.62%	55
2017 Q4	$652K	Buy	+2,637	New	+$625K	0.57%	50

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

Paulson Wealth Management's DIA Position: Q2 2026 in Review

Paulson Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.13% in Q2 2026, selling an estimated $2.5K and leaving 3,766 shares worth $1.97M. The position accounts for 0.42% of the portfolio, ranked #27.

Paulson Wealth Management first reported a position in DIA in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.75M in Q1 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Paulson Wealth Management held 3,766 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.97M as of Q2 2026.
Paulson Wealth Management sold 5 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.42% of Paulson Wealth Management's portfolio in Q2 2026, its #27 holding.
Paulson Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 35 quarters since.
Paulson Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.75M in Q1 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.