Schrum Private Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$472K Buy
1,179
+431
+58% +$215K 0.48% 58
2026
Q1
$346K Buy
748
+1
+0.1% +$484 0.26% 94
2025
Q4
$359K Buy
747
+2
+0.3% +$946 0.27% 91
2025
Q3
$345K Sell
745
-14
-2% -$6.31K 0.25% 92
2025
Q2
$335K Sell
759
-31
-4% -$12.9K 0.27% 91
2025
Q1
$332K Sell
790
-392
-33% -$170K 0.29% 88
2024
Q4
$503K Sell
1,182
-1,020
-46% -$442K 0.43% 61
2024
Q3
$931K Buy
2,202
+1,023
+87% +$416K 0.48% 53
2024
Q2
$461K Buy
1,179
+2
+0.2% +$776 0.42% 63
2024
Q1
$468K Buy
1,177
+537
+84% +$207K 0.42% 61
2023
Q4
$241K Buy
+640
New +$224K 0.34% 78
2023
Q3
Sell
-593
Closed -$204K 112
2023
Q2
$204K Buy
+593
New +$200K 0.22% 108

Other funds holding DIA

Schrum Private Wealth Management's DIA Position: Q2 2026 in Review

Schrum Private Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 58% in Q2 2026, buying an estimated $215K and bringing the position to 1,179 shares worth $472K. The position accounts for 0.48% of the portfolio, ranked #58.

Schrum Private Wealth Management first reported a position in DIA in Q2 2023 and has held it in 12 quarters since. The position peaked at $931K in Q3 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Schrum Private Wealth Management held 1,179 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $472K as of Q2 2026.
  • Schrum Private Wealth Management bought 431 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $215K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.48% of Schrum Private Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Schrum Private Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 12 quarters since.
  • Schrum Private Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $931K 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 Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.