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

SFMG 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	$201K	Buy	+385	New	+$192K	0.01%	316
2024 Q4	–	Sell	-560	Closed	-$237K	–	280
2024 Q3	$237K	Sell	560 -6	-1%	-$2.44K	0.02%	218
2024 Q2	$221K	Hold	566	–	–	0.02%	230
2024 Q1	$225K	Sell	566 -100	-15%	-$38.5K	0.02%	231
2023 Q4	$251K	Buy	+666	New	+$233K	0.02%	214
2023 Q3	–	Sell	-662	Closed	-$228K	–	261
2023 Q2	$228K	Buy	662 +17	+3%	+$5.72K	0.02%	209
2023 Q1	$214K	Buy	+645	New	+$214K	0.02%	223
2022 Q1	–	Sell	-559	Closed	-$203K	–	305
2021 Q4	$203K	Buy	+559	New	+$199K	0.02%	268
2016 Q2	–	Sell	-1,402	Closed	-$248K	–	110
2016 Q1	$248K	Hold	1,402	–	–	0.05%	88
2015 Q4	$244K	Hold	1,402	–	–	0.06%	98
2015 Q3	$228K	Hold	1,402	–	–	0.06%	103
2015 Q2	$246K	Sell	1,402 -4,206	-75%	-$757K	0.06%	94
2015 Q1	$996K	Buy	5,608 +4,206	+300%	+$748K	0.08%	77
2014 Q4	$249K	Buy	+1,402	New	+$243K	0.06%	100

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

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

SFMG Wealth Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 385 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: SFMG Wealth Advisors previously reported a position in DIA as recently as Q3 2024.

SFMG Wealth Advisors first reported a position in DIA in Q4 2014 and has held it in 14 quarters since. The position peaked at $996K in Q1 2015. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

SFMG Wealth Advisors held 385 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $201K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new SFMG Wealth Advisors position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #316 holding.
SFMG Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 14 quarters since.
SFMG Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $996K in Q1 2015.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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