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

SHP 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 Q1	$200K	Hold	432	–	–	0.02%	272
2025 Q4	$207K	Buy	+432	New	+$204K	0.02%	247

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SHP Wealth Management's DIA Position: Q1 2026 in Review

SHP Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 432 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #272.

SHP Wealth Management first reported a position in DIA in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

SHP Wealth Management held 432 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $200K as of Q1 2026.
SHP Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #272 holding.
SHP Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $207K in Q4 2025.
1,364 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.