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

Red Door Wealth 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 		$533K Sell
1,020
-11
-1% -$5.49K 0.05% 179
2026
Q1 		$477K Hold
1,031
– – 0.05% 175
2025
Q4 		$495K Buy
1,031
+1
+0.1% +$473 0.05% 159
2025
Q3 		$478K Sell
1,030
-19
-2% -$8.56K 0.05% 168
2025
Q2 		$462K Buy
1,049
+18
+2% +$7.47K 0.06% 165
2025
Q1 		$433K Buy
1,031
+56
+6% +$24.2K 0.06% 156
2024
Q4 		$415K Sell
975
-299
-23% -$129K 0.06% 155
2024
Q3 		$539K Buy
1,274
+300
+31% +$122K 0.09% 117
2024
Q2 		$381K Buy
974
+2
+0.2% +$776 0.07% 137
2024
Q1 		$387K Hold
972
– – 0.07% 136
2023
Q4 		$366K Hold
972
– – 0.08% 136
2023
Q3 		$326K Hold
972
– – 0.08% 136
2023
Q2 		$334K Buy
972
+93
+11% +$31.3K 0.07% 164
2023
Q1 		$292K Buy
879
+20
+2% +$6.64K 0.09% 122
2022
Q4 		$285K Hold
859
– – 0.09% 119
2022
Q3 		$246K Sell
859
-135
-14% -$42.9K 0.09% 117
2022
Q2 		$305K Sell
994
-132
-12% -$43.2K 0.11% 114
2022
Q1 		$390K Hold
1,126
– – 0.13% 101
2021
Q4 		$409K Buy
1,126
+124
+12% +$44.1K 0.13% 112
2021
Q3 		$339K Buy
1,002
+143
+17% +$49.9K 0.13% 117
2021
Q2 		$296K Hold
859
– – 0.12% 119
2021
Q1 		$283K Hold
859
– – 0.14% 102
2020
Q4 		$263K Hold
859
– – 0.16% 93
2020
Q3 		$239K Buy
859
+19
+2% +$5.19K 0.18% 92
2020
Q2 		$216K Sell
840
-30
-3% -$7.38K 0.16% 93
2020
Q1 		$190K Buy
870
+51
+6% +$13.5K 0.18% 82
2019
Q4 		$237K Buy
+819
New +$226K 0.21% 92

Other funds holding DIA

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Red Door Wealth Management's DIA Position: Q2 2026 in Review

Red Door Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.1% in Q2 2026, selling an estimated $5.49K and leaving 1,020 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #179.

Red Door Wealth Management first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $539K in Q3 2024. 812 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Red Door Wealth Management held 1,020 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $533K as of Q2 2026.
  • Red Door Wealth Management sold 11 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $5.49K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Red Door Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Red Door Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • Red Door Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $539K in Q3 2024.
  • 812 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.