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

SkyOak 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 		$654K Buy
1,252
+1
+0.1% +$499 0.11% 118
2026
Q1 		$579K Buy
1,251
+2
+0.2% +$969 0.11% 118
2025
Q4 		$600K Sell
1,249
-67
-5% -$31.7K 0.11% 116
2025
Q3 		$610K Sell
1,316
-99
-7% -$44.6K 0.12% 112
2025
Q2 		$623K Buy
1,415
+76
+6% +$31.5K 0.13% 104
2025
Q1 		$562K Sell
1,339
-197
-13% -$85.2K 0.12% 109
2024
Q4 		$654K Buy
1,536
+2
+0.1% +$866 0.14% 97
2024
Q3 		$649K Buy
1,534
+1
+0.1% +$406 0.14% 96
2024
Q2 		$599K Buy
1,533
+3
+0.2% +$1.17K 0.14% 104
2024
Q1 		$609K Buy
1,530
+508
+50% +$196K 0.15% 107
2023
Q4 		$385K Hold
1,022
– – 0.1% 141
2023
Q3 		$342K Buy
1,022
+4
+0.4% +$1.39K 0.1% 143
2023
Q2 		$350K Hold
1,018
– – 0.1% 148
2023
Q1 		$339K Hold
1,018
– – 0.1% 153
2022
Q4 		$337K Hold
1,018
– – 0.11% 149
2022
Q3 		$292K Hold
1,018
– – 0.1% 157
2022
Q2 		$313K Hold
1,018
– – 0.11% 152
2022
Q1 		$353K Hold
1,018
– – 0.1% 157
2021
Q4 		$370K Sell
1,018
-100
-9% -$35.5K 0.09% 156
2021
Q3 		$378K Hold
1,118
– – 0.1% 150
2021
Q2 		$386K Hold
1,118
– – 0.1% 148
2021
Q1 		$378K Hold
1,118
– – 0.11% 146
2020
Q4 		$342K Hold
1,118
– – 0.11% 152
2020
Q3 		$310K Hold
1,118
– – 0.11% 152
2020
Q2 		$288K Buy
1,118
+16
+1% +$3.94K 0.11% 189
2020
Q1 		$242K Sell
1,102
-74
-6% -$19.7K 0.12% 179
2019
Q4 		$335K Buy
+1,176
New +$324K 0.1% 216

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SkyOak Wealth's DIA Position: Q2 2026 in Review

SkyOak Wealth increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.08% in Q2 2026, buying an estimated $499 and bringing the position to 1,252 shares worth $654K. The position accounts for 0.11% of the portfolio, ranked #118.

SkyOak Wealth first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • SkyOak Wealth held 1,252 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $654K as of Q2 2026.
  • SkyOak Wealth bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of SkyOak Wealth's portfolio in Q2 2026, its #118 holding.
  • SkyOak Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.