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

Prestige Wealth Management Group’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 Q1	–	Sell	-102	Closed	-$49.1K	–	1134
2025 Q4	$49.1K	Hold	102	–	–	0.01%	251
2025 Q3	$47.4K	Hold	102	–	–	0.01%	269
2025 Q2	$45K	Hold	102	–	–	0.01%	266
2025 Q1	$42.9K	Hold	102	–	–	0.01%	269
2024 Q4	$43.5K	Hold	102	–	–	0.01%	273
2024 Q3	$43.2K	Hold	102	–	–	0.01%	262
2024 Q2	$40K	Hold	102	–	–	0.01%	247
2024 Q1	$40.6K	Hold	102	–	–	0.01%	274
2023 Q4	$38.5K	Hold	102	–	–	0.01%	267
2023 Q3	$34.3K	Sell	102 -13	-11%	-$4.51K	0.01%	277
2023 Q2	$39.6K	Buy	115 +30	+35%	+$10.1K	0.01%	282
2023 Q1	$28.3K	Hold	85	–	–	0.01%	294
2022 Q4	$28.2K	Hold	85	–	–	0.01%	309
2022 Q3	$24K	Buy	85 +60	+240%	+$19.1K	0.01%	292
2022 Q2	$8K	Hold	25	–	–	﹤0.01%	469
2022 Q1	$9K	Buy	+25	New	+$8.67K	﹤0.01%	482

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Prestige Wealth Management Group's DIA Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 102 shares — an estimated $49.1K sold.

Prestige Wealth Management Group first reported a position in DIA in Q1 2022 and held it in 16 quarters. The position peaked at $49.1K in Q4 2025. 1,370 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Prestige Wealth Management Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 102 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $49.1K.
Prestige Wealth Management Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and held it in 16 quarters.
Prestige Wealth Management Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $49.1K in Q4 2025.
1,370 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.