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

Perigon 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 		$1.49M Sell
2,859
-46
-2% -$23K 0.02% 466
2026
Q1 		$1.35M Buy
2,905
+16
+0.6% +$7.75K 0.02% 454
2025
Q4 		$1.39M Buy
2,889
+1
+0% +$473 0.02% 453
2025
Q3 		$1.34M Sell
2,888
-183
-6% -$82.5K 0.03% 435
2025
Q2 		$1.35M Buy
3,071
+81
+3% +$33.6K 0.03% 407
2025
Q1 		$1.26M Hold
2,990
– – 0.03% 401
2024
Q4 		$1.29M Buy
2,990
+35
+1% +$15.2K 0.03% 384
2024
Q3 		$1.25M Sell
2,955
-100
-3% -$40.6K 0.03% 380
2024
Q2 		$1.19M Hold
3,055
– – 0.03% 331
2024
Q1 		$1.22M Buy
3,055
+11
+0.4% +$4.24K 0.04% 333
2023
Q4 		$1.15M Sell
3,044
-38
-1% -$13.3K 0.04% 312
2023
Q3 		$1.03M Sell
3,082
-85
-3% -$29.5K 0.04% 302
2023
Q2 		$1.09M Buy
3,167
+75
+2% +$25.2K 0.04% 303
2023
Q1 		$1.03M Buy
3,092
+1,123
+57% +$373K 0.06% 262
2022
Q4 		$652K Sell
1,969
-668
-25% -$217K 0.04% 343
2022
Q3 		$758K Sell
2,637
-15
-0.6% -$4.77K 0.07% 250
2022
Q2 		$816K Buy
2,652
+956
+56% +$313K 0.07% 240
2022
Q1 		$588K Buy
1,696
+152
+10% +$52.7K 0.04% 324
2021
Q4 		$561K Buy
1,544
+200
+15% +$71.1K 0.04% 319
2021
Q3 		$455K Hold
1,344
– – 0.04% 322
2021
Q2 		$464K Hold
1,344
– – 0.04% 322
2021
Q1 		$444K Sell
1,344
-29
-2% -$9.15K 0.05% 315
2020
Q4 		$420K Sell
1,373
-40
-3% -$11.6K 0.05% 279
2020
Q3 		$392K Sell
1,413
-1,920
-58% -$524K 0.05% 258
2020
Q2 		$859K Sell
3,333
-145
-4% -$35.7K 0.14% 122
2020
Q1 		$825K Buy
+3,478
New +$924K 0.15% 112

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

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

Perigon Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.6% in Q2 2026, selling an estimated $23K and leaving 2,859 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #466.

Perigon Wealth Management first reported a position in DIA in Q1 2020 and has held it in 26 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Perigon Wealth Management held 2,859 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.49M as of Q2 2026.
  • Perigon Wealth Management sold 46 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $23K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Perigon Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.