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

ShankerValleau 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	$360K	Hold	690	–	–	0.1%	29
2026 Q1	$320K	Hold	690	–	–	0.09%	30
2025 Q4	$332K	Hold	690	–	–	0.09%	30
2025 Q3	$320K	Hold	690	–	–	0.08%	31
2025 Q2	$304K	Hold	690	–	–	0.09%	30
2025 Q1	$290K	Hold	690	–	–	0.09%	30
2024 Q4	$294K	Hold	690	–	–	0.09%	29
2024 Q3	$292K	Hold	690	–	–	0.1%	22
2024 Q2	$270K	Hold	690	–	–	0.12%	21
2024 Q1	$274K	Hold	690	–	–	0.13%	21
2023 Q4	$260K	Hold	690	–	–	0.13%	20
2023 Q3	$231K	Hold	690	–	–	0.13%	20
2023 Q2	$237K	Buy	+690	New	+$232K	0.13%	21

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

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

ShankerValleau Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 690 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #29.

ShankerValleau Wealth Advisors first reported a position in DIA in Q2 2023 and has held it in 13 quarters since. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

ShankerValleau Wealth Advisors held 690 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $360K as of Q2 2026.
ShankerValleau Wealth Advisors 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 0.1% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #29 holding.
ShankerValleau Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 13 quarters since.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.