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

Serenus 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	$2.47M	Sell	4,737 -213	-4%	-$106K	0.43%	19
2026 Q1	$2.29M	Sell	4,950 -30	-0.6%	-$14.5K	0.46%	19
2025 Q4	$2.39M	Hold	4,980	–	–	0.46%	18
2025 Q3	$2.31M	Sell	4,980 -3,947	-44%	-$1.78M	0.39%	18
2025 Q2	$3.93M	Sell	8,927 -11	-0.1%	-$4.57K	0.67%	13
2025 Q1	$3.75M	Buy	8,938 +287	+3%	+$124K	0.62%	14
2024 Q4	$3.68M	Buy	+8,651	New	+$3.74M	0.64%	14

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

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

Serenus Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.3% in Q2 2026, selling an estimated $106K and leaving 4,737 shares worth $2.47M. The position accounts for 0.43% of the portfolio, ranked #19.

Serenus Wealth Advisors first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.93M in Q2 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Serenus Wealth Advisors held 4,737 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.47M as of Q2 2026.
Serenus Wealth Advisors sold 213 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $106K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.43% of Serenus Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Serenus Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Serenus Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.93M in Q2 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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