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

Marathon Wealth Advisors LLC’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	$2.33M	Sell	4,464 -289	-6%	-$144K	0.8%	41
2026 Q1	$2.2M	Sell	4,753 -146	-3%	-$70.7K	0.9%	40
2025 Q4	$2.35M	Buy	+4,899	New	+$2.32M	0.94%	38

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

Marathon Wealth Advisors LLC's DIA Position: Q2 2026 in Review

Marathon Wealth Advisors LLC reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.1% in Q2 2026, selling an estimated $144K and leaving 4,464 shares worth $2.33M. The position accounts for 0.8% of the portfolio, ranked #41.

Marathon Wealth Advisors LLC first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.35M in Q4 2025. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Marathon Wealth Advisors LLC held 4,464 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.33M as of Q2 2026.
Marathon Wealth Advisors LLC sold 289 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $144K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.8% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #41 holding.
Marathon Wealth Advisors LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
Marathon Wealth Advisors LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.35M in Q4 2025.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.