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

Simplicity Wealth’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	$1.57M	Buy	+3,011	New	+$1.5M	0.05%	325
2024 Q3	–	Sell	-3,046	Closed	-$1.19M	–	673
2024 Q2	$1.19M	Sell	3,046 -576	-16%	-$224K	0.03%	483
2024 Q1	$1.44M	Buy	+3,622	New	+$1.4M	0.03%	423
2023 Q4	–	Sell	-991	Closed	-$332K	–	185
2023 Q3	$332K	Buy	+991	New	+$344K	0.19%	61

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

Simplicity Wealth's DIA Position: Q2 2026 in Review

Simplicity Wealth opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 3,011 shares worth $1.57M. The stake represents 0.05% of the portfolio and ranks #325 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in DIA as recently as Q2 2024.

Simplicity Wealth first reported a position in DIA in Q3 2023 and has held it in 4 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Simplicity Wealth held 3,011 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.57M as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Simplicity Wealth position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #325 holding.
Simplicity Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 4 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.