San Luis Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

San Luis Wealth Advisors’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	$259K	Sell	495 -97	-16%	-$48.4K	0.04%	165
2026 Q1	$274K	Hold	592	–	–	0.05%	147
2025 Q4	$285K	Buy	592 +45	+8%	+$21.3K	0.05%	155
2025 Q3	$254K	Buy	+547	New	+$247K	0.05%	159

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

San Luis Wealth Advisors's DIA Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 16% in Q2 2026, selling an estimated $48.4K and leaving 495 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #165.

San Luis Wealth Advisors first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

San Luis Wealth Advisors held 495 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $259K as of Q2 2026.
San Luis Wealth Advisors sold 97 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $48.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of San Luis Wealth Advisors's portfolio in Q2 2026, its #165 holding.
San Luis Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 quarters since.
San Luis Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $285K in Q4 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.