Redwood Financial Network’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Redwood Financial Network’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	$517K	Sell	991 -46	-4%	-$23K	0.29%	96
2026 Q1	$481K	Sell	1,037 -44	-4%	-$21.3K	0.32%	90
2025 Q4	$520K	Sell	1,081 -33	-3%	-$15.6K	0.33%	90
2025 Q3	$517K	Sell	1,114 -90	-7%	-$40.6K	0.33%	97
2025 Q2	$530K	Sell	1,204 -9	-0.7%	-$3.73K	0.36%	87
2025 Q1	$509K	Sell	1,213 -16	-1%	-$6.92K	0.39%	78
2024 Q4	$523K	Sell	1,229 -74	-6%	-$32K	0.39%	82
2024 Q3	$551K	Sell	1,303 -86	-6%	-$34.9K	0.43%	73
2024 Q2	$543K	Sell	1,389 -51	-4%	-$19.8K	0.46%	71
2024 Q1	$573K	Sell	1,440 -124	-8%	-$47.8K	0.5%	61
2023 Q4	$590K	Sell	1,564 -15	-0.9%	-$5.24K	0.57%	54
2023 Q3	$529K	Sell	1,579 -493	-24%	-$171K	0.56%	60
2023 Q2	$712K	Sell	2,072 -141	-6%	-$47.5K	0.67%	51
2023 Q1	$736K	Sell	2,213 -12	-0.5%	-$3.99K	0.75%	39
2022 Q4	$737K	Sell	2,225 -133	-6%	-$43.2K	0.84%	35
2022 Q3	$677K	Sell	2,358 -271	-10%	-$86.2K	0.77%	44
2022 Q2	$809K	Sell	2,629 -39	-1%	-$12.8K	0.88%	37
2022 Q1	$925K	Buy	+2,668	New	+$926K	0.86%	39

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

Redwood Financial Network's DIA Position: Q2 2026 in Review

Redwood Financial Network reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.4% in Q2 2026, selling an estimated $23K and leaving 991 shares worth $517K. The position accounts for 0.29% of the portfolio, ranked #96.

Redwood Financial Network first reported a position in DIA in Q1 2022 and has held it in 18 quarters since. The position peaked at $925K in Q1 2022. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Redwood Financial Network held 991 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $517K as of Q2 2026.
Redwood Financial Network sold 46 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $23K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.29% of Redwood Financial Network's portfolio in Q2 2026, its #96 holding.
Redwood Financial Network first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 18 quarters since.
Redwood Financial Network's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $925K in Q1 2022.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.