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

Quantum Private Wealth’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	$626K	Hold	1,352	–	–	0.19%	82
2025 Q4	$650K	Hold	1,352	–	–	0.19%	84
2025 Q3	$627K	Hold	1,352	–	–	0.18%	84
2025 Q2	$596K	Hold	1,352	–	–	0.19%	88
2025 Q1	$568K	Hold	1,352	–	–	0.21%	88
2024 Q4	$575K	Hold	1,352	–	–	0.18%	94
2024 Q3	$572K	Hold	1,352	–	–	0.19%	98
2024 Q2	$529K	Hold	1,352	–	–	0.19%	95
2024 Q1	$538K	Sell	1,352 -300	-18%	-$116K	0.2%	98
2023 Q4	$623K	Hold	1,652	–	–	0.26%	83
2023 Q3	$553K	Hold	1,652	–	–	0.27%	83
2023 Q2	$568K	Hold	1,652	–	–	0.26%	86
2023 Q1	$549K	Hold	1,652	–	–	0.3%	81
2022 Q4	$547K	Hold	1,652	–	–	0.35%	76
2022 Q3	$474K	Hold	1,652	–	–	0.3%	88
2022 Q2	$508K	Hold	1,652	–	–	0.3%	79
2022 Q1	$572K	Hold	1,652	–	–	0.25%	85
2021 Q4	$600K	Buy	+1,652	New	+$587K	0.23%	89

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Quantum Private Wealth's DIA Position: Q1 2026 in Review

Quantum Private Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 1,352 shares worth $626K. The position accounts for 0.19% of the portfolio, ranked #82.

Quantum Private Wealth first reported a position in DIA in Q4 2021 and has held it in 18 quarters since. The position peaked at $650K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Quantum Private Wealth held 1,352 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $626K as of Q1 2026.
Quantum Private Wealth left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.19% of Quantum Private Wealth's portfolio in Q1 2026, its #82 holding.
Quantum Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 18 quarters since.
Quantum Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $650K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.