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

Robertson Stephens 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	$2.31M	Sell	4,406 -128	-3%	-$63.9K	0.06%	202
2026 Q1	$2.1M	Sell	4,534 -104	-2%	-$50.4K	0.06%	204
2025 Q4	$2.23M	Buy	4,638 +13	+0.3%	+$6.15K	0.06%	201
2025 Q3	$2.15M	Sell	4,625 -74	-2%	-$33.4K	0.07%	176
2025 Q2	$2.08M	Sell	4,699 -3,229	-41%	-$1.34M	0.07%	186
2025 Q1	$3.34M	Sell	7,928 -18,403	-70%	-$7.96M	0.11%	145
2024 Q4	$11.2M	Buy	26,331 +2,461	+10%	+$1.07M	0.4%	52
2024 Q3	$10.1M	Sell	23,870 -2,364	-9%	-$960K	0.37%	60
2024 Q2	$10.3M	Sell	26,234 -14,348	-35%	-$5.57M	0.52%	36
2024 Q1	$16.2M	Buy	40,582 +3,333	+9%	+$1.28M	0.86%	22
2023 Q4	$14.1M	Buy	37,249 +3,605	+11%	+$1.26M	0.85%	20
2023 Q3	$11.3M	Buy	33,644 +1,557	+5%	+$540K	0.76%	24
2023 Q2	$11.1M	Buy	32,087 +30,258	+1,654%	+$10.2M	0.78%	26
2023 Q1	$610K	Buy	1,829 +129	+8%	+$42.9K	0.05%	268
2022 Q4	$565K	Sell	1,700 -9	-0.5%	-$2.92K	0.06%	248
2022 Q3	$492K	Sell	1,709 -200	-10%	-$63.6K	0.05%	222
2022 Q2	$588K	Hold	1,909	–	–	0.06%	224
2022 Q1	$663K	Hold	1,909	–	–	0.06%	226
2021 Q4	$694K	Buy	1,909 +9	+0.5%	+$3.2K	0.06%	226
2021 Q3	$645K	Sell	1,900 -100	-5%	-$34.9K	0.07%	175
2021 Q2	$690K	Buy	2,000 +300	+18%	+$102K	0.08%	171
2021 Q1	$562K	Hold	1,700	–	–	0.09%	165
2020 Q4	$520K	Hold	1,700	–	–	0.11%	138
2020 Q3	$472K	Buy	+1,700	New	+$464K	0.12%	140

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Robertson Stephens Wealth Management's DIA Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.8% in Q2 2026, selling an estimated $63.9K and leaving 4,406 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #202.

Robertson Stephens Wealth Management first reported a position in DIA in Q3 2020 and has held it in 24 quarters since. The position peaked at $16.2M in Q1 2024. 705 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Robertson Stephens Wealth Management held 4,406 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.31M as of Q2 2026.
Robertson Stephens Wealth Management sold 128 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $63.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #202 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 24 quarters since.
Robertson Stephens Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $16.2M in Q1 2024.
705 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.