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

Ridgecrest Wealth Partners’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	$337K	Hold	644	–	–	0.16%	72
2026 Q1	$298K	Sell	644 -100	-13%	-$48.4K	0.16%	77
2025 Q4	$358K	Hold	744	–	–	0.19%	71
2025 Q3	$345K	Hold	744	–	–	0.16%	80
2025 Q2	$328K	Hold	744	–	–	0.17%	75
2025 Q1	$312K	Hold	744	–	–	0.16%	79
2024 Q4	$317K	Sell	744 -296	-28%	-$128K	0.17%	75
2024 Q3	$440K	Hold	1,040	–	–	0.23%	69
2024 Q2	$407K	Hold	1,040	–	–	0.24%	69
2024 Q1	$414K	Hold	1,040	–	–	0.25%	68
2023 Q4	$392K	Hold	1,040	–	–	0.26%	64
2023 Q3	$348K	Hold	1,040	–	–	0.24%	64
2023 Q2	$358K	Hold	1,040	–	–	0.24%	67
2023 Q1	$346K	Hold	1,040	–	–	0.25%	66
2022 Q4	$345K	Hold	1,040	–	–	0.26%	65
2022 Q3	$299K	Hold	1,040	–	–	0.24%	71
2022 Q2	$320K	Hold	1,040	–	–	0.23%	77
2022 Q1	$361K	Hold	1,040	–	–	0.23%	79
2021 Q4	$378K	Hold	1,040	–	–	0.18%	89
2021 Q3	$352K	Hold	1,040	–	–	0.19%	83
2021 Q2	$359K	Buy	+1,040	New	+$355K	0.22%	79

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

Ridgecrest Wealth Partners's DIA Position: Q2 2026 in Review

Ridgecrest Wealth Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 644 shares worth $337K. The position accounts for 0.16% of the portfolio, ranked #72.

Ridgecrest Wealth Partners first reported a position in DIA in Q2 2021 and has held it in 21 quarters since. The position peaked at $440K in Q3 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Ridgecrest Wealth Partners held 644 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $337K as of Q2 2026.
Ridgecrest Wealth Partners 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 0.16% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #72 holding.
Ridgecrest Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and has held it in 21 quarters since.
Ridgecrest Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $440K in Q3 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.