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

Smith Salley 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	$342K	Hold	655	–	–	0.01%	227
2026 Q1	$303K	Hold	655	–	–	0.02%	224
2025 Q4	$315K	Hold	655	–	–	0.02%	219
2025 Q3	$304K	Hold	655	–	–	0.02%	222
2025 Q2	$288K	Sell	655 -4	-0.6%	-$1.66K	0.02%	222
2025 Q1	$277K	Hold	659	–	–	0.02%	211
2024 Q4	$280K	Hold	659	–	–	0.02%	212
2024 Q3	$279K	Buy	+659	New	+$268K	0.02%	216

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

Smith Salley Wealth Management's DIA Position: Q2 2026 in Review

Smith Salley Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 655 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #227.

Smith Salley Wealth Management first reported a position in DIA in Q3 2024 and has held it in 8 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Smith Salley Wealth Management held 655 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $342K as of Q2 2026.
Smith Salley Wealth Management 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 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #227 holding.
Smith Salley Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 8 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 Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.