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

Shrier 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	$580K	Sell	1,110 -58	-5%	-$29K	0.2%	86
2026 Q1	$541K	Sell	1,168 -11	-0.9%	-$5.33K	0.2%	87
2025 Q4	$567K	Buy	+1,179	New	+$558K	0.22%	81

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

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

Shrier Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5% in Q2 2026, selling an estimated $29K and leaving 1,110 shares worth $580K. The position accounts for 0.2% of the portfolio, ranked #86.

Shrier Wealth Management first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,439 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Shrier Wealth Management held 1,110 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $580K as of Q2 2026.
Shrier Wealth Management sold 58 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $29K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.2% of Shrier Wealth Management's portfolio in Q2 2026, its #86 holding.
Shrier Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,439 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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