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

Primoris Wealth Advisors’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	$321K	Buy	614 +114	+23%	+$56.9K	0.15%	102
2026 Q1	$232K	Hold	500	–	–	0.16%	85
2025 Q4	$240K	Hold	500	–	–	0.14%	98
2025 Q3	$232K	Hold	500	–	–	0.15%	93
2025 Q2	$220K	Sell	500 -250	-33%	-$104K	0.15%	87
2025 Q1	$315K	Sell	750 -750	-50%	-$324K	0.24%	75
2024 Q4	$638K	Hold	1,500	–	–	0.49%	49
2024 Q3	$635K	Hold	1,500	–	–	0.46%	58
2024 Q2	$587K	Buy	+1,500	New	+$582K	0.47%	57

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

Primoris Wealth Advisors's DIA Position: Q2 2026 in Review

Primoris Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 23% in Q2 2026, buying an estimated $56.9K and bringing the position to 614 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #102.

Primoris Wealth Advisors first reported a position in DIA in Q2 2024 and has held it in 9 quarters since. The position peaked at $638K in Q4 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Primoris Wealth Advisors held 614 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $321K as of Q2 2026.
Primoris Wealth Advisors bought 114 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $56.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Primoris Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Primoris Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 9 quarters since.
Primoris Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $638K in Q4 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 Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.