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

Selective Wealth Management’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	$936K	Hold	1,796	–	–	0.25%	45
2026 Q1	$877K	Sell	1,796 -394	-18%	-$191K	0.26%	45
2025 Q4	$1.08M	Buy	2,190 +2	+0.1%	+$946	0.34%	37
2025 Q3	$1.02M	Hold	2,188	–	–	0.33%	38
2025 Q2	$972K	Buy	2,188 +1	+0%	+$415	0.36%	35
2025 Q1	$879K	Sell	2,187 -36	-2%	-$15.6K	0.38%	39
2024 Q4	$945K	Buy	2,223 +58	+3%	+$25.1K	0.38%	38
2024 Q3	$911K	Hold	2,165	–	–	0.38%	38
2024 Q2	$851K	Buy	2,165 +1	+0%	+$388	0.37%	41
2024 Q1	$832K	Buy	2,164 +1	+0%	+$385	0.36%	39
2023 Q4	$810K	Sell	2,163 -107	-5%	-$37.4K	0.41%	33
2023 Q3	$751K	Buy	2,270 +112	+5%	+$38.8K	0.41%	33
2023 Q2	$733K	Buy	+2,158	New	+$726K	0.37%	37
2022 Q4	$683K	Sell	2,048 -386	-16%	-$125K	0.36%	42
2022 Q3	$699K	Sell	2,434 -105	-4%	-$33.4K	0.3%	49
2022 Q2	$782K	Buy	2,539 +905	+55%	+$296K	0.28%	55
2022 Q1	$567K	Sell	1,634 -141	-8%	-$48.9K	0.21%	57
2021 Q4	$645K	Buy	1,775 +1,675	+1,675%	+$595K	0.26%	50
2021 Q3	$34K	Buy	+100	New	+$34.9K	0.02%	303

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

Selective Wealth Management's DIA Position: Q2 2026 in Review

Selective Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,796 shares worth $936K. The position accounts for 0.25% of the portfolio, ranked #45.

Selective Wealth Management first reported a position in DIA in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q4 2025. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Selective Wealth Management held 1,796 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $936K as of Q2 2026.
Selective Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of Selective Wealth Management's portfolio in Q2 2026, its #45 holding.
Selective Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 19 quarters since.
Selective Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.08M 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 Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.