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

Revisor 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	$404K	Sell	772 -84	-10%	-$42K	0.1%	229
2026 Q1	$397K	Sell	856 -50	-6%	-$24.2K	0.11%	208
2025 Q4	$447K	Sell	906 -80	-8%	-$37.8K	0.12%	178
2025 Q3	$458K	Sell	986 -507	-34%	-$229K	0.16%	139
2025 Q2	$669K	Sell	1,493 -552	-27%	-$229K	0.24%	89
2025 Q1	$860K	Buy	2,045 +904	+79%	+$391K	0.38%	53
2024 Q4	$489K	Buy	1,141 +187	+20%	+$80.9K	0.45%	45
2024 Q3	$403K	Sell	954 -597	-38%	-$243K	0.25%	94
2024 Q2	$606K	Sell	1,551 -436	-22%	-$169K	0.42%	46
2024 Q1	$771K	Buy	+1,987	New	+$765K	0.35%	61
2023 Q4	–	Sell	-954	Closed	-$319K	–	142
2023 Q3	$319K	Buy	+954	New	+$331K	0.27%	101

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

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

Revisor Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 9.8% in Q2 2026, selling an estimated $42K and leaving 772 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #229.

Revisor Wealth Management first reported a position in DIA in Q3 2023 and has held it in 11 quarters since. The position peaked at $860K in Q1 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Revisor Wealth Management held 772 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $404K as of Q2 2026.
Revisor Wealth Management sold 84 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $42K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Revisor Wealth Management's portfolio in Q2 2026, its #229 holding.
Revisor Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 11 quarters since.
Revisor Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $860K in Q1 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 Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.