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

Schneider Downs Wealth Management 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	$697K	Sell	1,334 -85	-6%	-$42.5K	0.07%	90
2026 Q1	$657K	Hold	1,419	–	–	0.07%	82
2025 Q4	$682K	Sell	1,419 -43	-3%	-$20.3K	0.08%	81
2025 Q3	$678K	Hold	1,462	–	–	0.08%	83
2025 Q2	$644K	Hold	1,462	–	–	0.1%	83
2025 Q1	$614K	Hold	1,462	–	–	0.11%	74
2024 Q4	$622K	Hold	1,462	–	–	0.12%	73
2024 Q3	$619K	Hold	1,462	–	–	0.13%	71
2024 Q2	$572K	Hold	1,462	–	–	0.13%	66
2024 Q1	$582K	Hold	1,462	–	–	0.13%	68
2023 Q4	$551K	Hold	1,462	–	–	0.14%	62
2023 Q3	$490K	Hold	1,462	–	–	0.11%	59
2023 Q2	$503K	Hold	1,462	–	–	0.11%	63
2023 Q1	$486K	Hold	1,462	–	–	0.1%	67
2022 Q4	$484K	Hold	1,462	–	–	0.11%	68
2022 Q3	$420K	Hold	1,462	–	–	0.12%	73
2022 Q2	$450K	Buy	1,462 +152	+12%	+$49.7K	0.13%	77
2022 Q1	$454K	Hold	1,310	–	–	0.12%	81
2021 Q4	$476K	Hold	1,310	–	–	0.11%	81
2021 Q3	$443K	Hold	1,310	–	–	0.11%	83
2021 Q2	$452K	Hold	1,310	–	–	0.12%	76
2021 Q1	$433K	Buy	1,310 +393	+43%	+$124K	0.11%	75
2020 Q4	$280K	Hold	917	–	–	0.08%	67
2020 Q3	$254K	Hold	917	–	–	0.09%	83
2020 Q2	$236K	Hold	917	–	–	0.08%	78
2020 Q1	$201K	Hold	917	–	–	0.07%	88
2019 Q4	$261K	Buy	+917	New	+$253K	0.08%	56

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

Schneider Downs Wealth Management Advisors's DIA Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6% in Q2 2026, selling an estimated $42.5K and leaving 1,334 shares worth $697K. The position accounts for 0.07% of the portfolio, ranked #90.

Schneider Downs Wealth Management Advisors first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Schneider Downs Wealth Management Advisors held 1,334 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $697K as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 85 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $42.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #90 holding.
Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.