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

Sax 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	$348K	Buy	752 +181	+32%	+$90.4K	0.01%	417
2026 Q1	$275K	Hold	571	–	–	0.01%	413
2025 Q4	$275K	Buy	571 +10	+2%	+$4.73K	0.01%	420
2025 Q3	$260K	Sell	561 -162	-22%	-$73K	0.01%	376
2025 Q2	$319K	Sell	723 -854	-54%	-$354K	0.02%	328
2025 Q1	$662K	Hold	1,577	–	–	0.05%	185
2024 Q4	$671K	Sell	1,577 -210	-12%	-$90.9K	0.05%	163
2024 Q3	$756K	Sell	1,787 -8	-0.4%	-$3.25K	0.07%	115
2024 Q2	$702K	Buy	1,795 +1	+0.1%	+$388	0.07%	114
2024 Q1	$714K	Buy	1,794 +12	+0.7%	+$4.62K	0.08%	96
2023 Q4	$671K	Buy	1,782 +1	+0.1%	+$349	0.11%	95
2023 Q3	$596K	Sell	1,781 -9	-0.5%	-$3.12K	0.12%	98
2023 Q2	$615K	Buy	1,790 +1	+0.1%	+$337	0.12%	94
2023 Q1	$595K	Sell	1,789 -280	-14%	-$93K	0.13%	95
2022 Q4	$686K	Buy	2,069 +485	+31%	+$158K	0.16%	81
2022 Q3	$455K	Hold	1,584	–	–	0.12%	105
2022 Q2	$488K	Hold	1,584	–	–	0.12%	106
2022 Q1	$549K	Sell	1,584 -279	-15%	-$96.8K	0.13%	98
2021 Q4	$677K	Buy	1,863 +1	+0.1%	+$355	0.14%	95
2021 Q3	$630K	Sell	1,862 -159	-8%	-$55.5K	0.15%	92
2021 Q2	$697K	Hold	2,021	–	–	0.24%	78
2021 Q1	$667K	Buy	2,021 +2	+0.1%	+$631	0.24%	75
2020 Q4	$617K	Buy	+2,019	New	+$588K	0.28%	65

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

Sax Wealth Advisors's DIA Position: Q2 2026 in Review

Sax Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 32% in Q2 2026, buying an estimated $90.4K and bringing the position to 752 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #417.

Sax Wealth Advisors first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. The position peaked at $756K in Q3 2024. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Sax Wealth Advisors held 752 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $348K as of Q2 2026.
Sax Wealth Advisors bought 181 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $90.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #417 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $756K in Q3 2024.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.