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

Principle Wealth Partners’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	$230K	Hold	440	–	–	0.01%	371
2026 Q1	$204K	Sell	440 -100	-19%	-$48.4K	0.01%	367
2025 Q4	$260K	Sell	540 -92	-15%	-$43.5K	0.01%	335
2025 Q3	$293K	Buy	632 +92	+17%	+$41.5K	0.02%	314
2025 Q2	$238K	Hold	540	–	–	0.01%	336
2025 Q1	$227K	Hold	540	–	–	0.02%	323
2024 Q4	$230K	Hold	540	–	–	0.02%	316
2024 Q3	$228K	Hold	540	–	–	0.02%	314
2024 Q2	$211K	Buy	540 +35	+7%	+$13.6K	0.02%	317
2024 Q1	$201K	Buy	+505	New	+$195K	0.02%	338
2020 Q3	–	Sell	-250	Closed	-$64K	–	219
2020 Q2	$64K	Buy	+250	New	+$61.5K	0.02%	253
2020 Q1	–	Sell	-700	Closed	-$200K	–	146
2019 Q4	$200K	Buy	+700	New	+$193K	0.06%	161

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

Principle Wealth Partners's DIA Position: Q2 2026 in Review

Principle Wealth Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 440 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #371.

Principle Wealth Partners first reported a position in DIA in Q4 2019 and has held it in 12 quarters since. The position peaked at $293K in Q3 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Principle Wealth Partners held 440 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $230K as of Q2 2026.
Principle Wealth Partners 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 Principle Wealth Partners's portfolio in Q2 2026, its #371 holding.
Principle Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 12 quarters since.
Principle Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $293K in Q3 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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