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

Private Wealth Asset 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	$5.22K	Hold	10	–	–	﹤0.01%	781
2026 Q1	$4.63K	Hold	10	–	–	﹤0.01%	792
2025 Q4	$4.81K	Sell	10 -23	-70%	-$10.9K	﹤0.01%	768
2025 Q3	$15.3K	Sell	33 -124	-79%	-$55.9K	﹤0.01%	565
2025 Q2	$69.2K	Hold	157	–	–	0.01%	352
2025 Q1	$65.9K	Buy	+157	New	+$67.9K	0.01%	344

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

Private Wealth Asset Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 10 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Private Wealth Asset Management first reported a position in DIA in Q1 2025 and has held it in 6 quarters since. The position peaked at $69.2K in Q2 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Private Wealth Asset Management held 10 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.22K as of Q2 2026.
Private Wealth Asset 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 Private Wealth Asset Management's portfolio in Q2 2026, its #781 holding.
Private Wealth Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $69.2K in Q2 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 Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.