Private Client Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Private Client Services’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	$387K	Sell	741 -157	-17%	-$78.4K	0.1%	148
2026 Q1	$416K	Buy	898 +231	+35%	+$112K	0.12%	133
2025 Q4	$321K	Buy	667 +50	+8%	+$23.7K	0.1%	135
2025 Q3	$286K	Buy	617 +67	+12%	+$30.2K	0.1%	152
2025 Q2	$242K	Sell	550 -19	-3%	-$7.88K	0.09%	178
2025 Q1	$239K	Buy	569 +51	+10%	+$22.1K	0.12%	161
2024 Q4	$220K	Buy	+518	New	+$224K	0.12%	172

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

Private Client Services's DIA Position: Q2 2026 in Review

Private Client Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 17% in Q2 2026, selling an estimated $78.4K and leaving 741 shares worth $387K. The position accounts for 0.1% of the portfolio, ranked #148.

Private Client Services first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q1 2026. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Private Client Services held 741 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $387K as of Q2 2026.
Private Client Services sold 157 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $78.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Private Client Services's portfolio in Q2 2026, its #148 holding.
Private Client Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Private Client Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $416K in Q1 2026.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.