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

Peterson 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	$12.7K	Hold	24	–	–	0.01%	135
2026 Q1	$11.3K	Buy	+24	New	+$11.6K	0.01%	128
2023 Q4	–	Sell	-1,463	Closed	-$490K	–	54
2023 Q3	$490K	Sell	1,463 -1	-0.1%	-$347	0.4%	43
2023 Q2	$503K	Sell	1,464 -23	-2%	-$7.74K	0.4%	47
2023 Q1	$495K	Sell	1,487 -68	-4%	-$22.6K	0.47%	43
2022 Q4	$515K	Buy	1,555 +13	+0.8%	+$4.23K	0.53%	40
2022 Q3	$443K	Buy	+1,542	New	+$490K	0.41%	44

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

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

Peterson Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 24 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #135.

Peterson Wealth Management first reported a position in DIA in Q3 2022 and has held it in 7 quarters since. The position peaked at $515K in Q4 2022. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Peterson Wealth Management held 24 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $12.7K as of Q2 2026.
Peterson Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #135 holding.
Peterson Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 7 quarters since.
Peterson Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $515K in Q4 2022.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.