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

RWA 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 		$386K Hold
739
– – ﹤0.01% 520
2026
Q1 		$342K Hold
739
– – ﹤0.01% 514
2025
Q4 		$355K Sell
739
-436
-37% -$206K ﹤0.01% 492
2025
Q3 		$545K Hold
1,175
– – 0.01% 427
2025
Q2 		$518K Buy
1,175
+571
+95% +$237K 0.01% 421
2025
Q1 		$254K Sell
604
-1,777
-75% -$769K ﹤0.01% 502
2024
Q4 		$1.01M Sell
2,381
-565
-19% -$245K 0.01% 322
2024
Q3 		$1.25M Buy
2,946
+110
+4% +$44.7K 0.02% 290
2024
Q2 		$1.11M Buy
2,836
+9
+0.3% +$3.49K 0.01% 288
2024
Q1 		$1.12M Hold
2,827
– – 0.02% 291
2023
Q4 		$1.07M Buy
2,827
+291
+11% +$102K 0.02% 284
2023
Q3 		$849K Buy
2,536
+746
+42% +$259K 0.02% 206
2023
Q2 		$615K Buy
1,790
+1,053
+143% +$354K 0.01% 209
2023
Q1 		$245K Hold
737
– – 0.01% 232
2022
Q4 		$250K Hold
737
– – 0.01% 233
2022
Q3 		$212K Hold
737
– – 0.01% 226
2022
Q2 		$227K Hold
737
– – 0.02% 219
2022
Q1 		$255K Hold
737
– – 0.02% 224
2021
Q4 		$268K Buy
737
+1
+0.1% +$355 0.02% 222
2021
Q3 		$249K Buy
736
+1
+0.1% +$349 0.02% 223
2021
Q2 		$254K Buy
735
+1
+0.1% +$341 0.02% 218
2021
Q1 		$242K Buy
734
+1
+0.1% +$316 0.02% 221
2020
Q4 		$224K Buy
733
+1
+0.1% +$291 0.02% 220
2020
Q3 		$203K Buy
+732
New +$200K 0.02% 208
2020
Q1 		– Sell
-729
Closed -$208K – 210
2019
Q4 		$208K Buy
+729
New +$201K 0.02% 234
2018
Q3 		– Sell
-872
Closed -$212K – 352
2018
Q2 		$212K Buy
872
+211
+32% +$51.8K 0.02% 223
2018
Q1 		$160K Buy
+661
New +$166K 0.02% 216

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RWA Wealth Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 739 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

RWA Wealth Partners first reported a position in DIA in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.25M in Q3 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • RWA Wealth Partners held 739 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $386K as of Q2 2026.
  • RWA 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 ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #520 holding.
  • RWA Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 27 quarters since.
  • RWA Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.25M 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 RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.