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

SOA Wealth Advisors’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	$1.48M	Buy	2,835 +2,198	+345%	+$1.1M	0.25%	70
2026 Q1	$295K	Buy	637 +29	+5%	+$14K	0.06%	159
2025 Q4	$292K	Hold	608	–	–	0.05%	164
2025 Q3	$282K	Hold	608	–	–	0.05%	166
2025 Q2	$268K	Hold	608	–	–	0.05%	171
2025 Q1	$255K	Hold	608	–	–	0.05%	166
2024 Q4	$259K	Hold	608	–	–	0.05%	158
2024 Q3	$257K	Sell	608 -11	-2%	-$4.47K	0.05%	159
2024 Q2	$242K	Hold	619	–	–	0.05%	163
2024 Q1	$246K	Buy	619 +22	+4%	+$8.47K	0.05%	164
2023 Q4	$225K	Hold	597	–	–	0.05%	162
2023 Q3	$200K	Hold	597	–	–	0.05%	163
2023 Q2	$205K	Sell	597 -190	-24%	-$63.9K	0.05%	158
2023 Q1	$262K	Hold	787	–	–	0.06%	135
2022 Q4	$261K	Hold	787	–	–	0.07%	128
2022 Q3	$226K	Hold	787	–	–	0.07%	136
2022 Q2	$242K	Hold	787	–	–	0.07%	130
2022 Q1	$272K	Hold	787	–	–	0.07%	137
2021 Q4	$286K	Buy	787 +565	+255%	+$201K	0.07%	133
2021 Q3	$75K	Buy	222 +190	+594%	+$66.4K	0.02%	258
2021 Q2	$11K	Hold	32	–	–	﹤0.01%	559
2021 Q1	$10K	Hold	32	–	–	﹤0.01%	511
2020 Q4	$10K	Buy	+32	New	+$9.31K	﹤0.01%	513

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

SOA Wealth Advisors's DIA Position: Q2 2026 in Review

SOA Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 345% in Q2 2026, buying an estimated $1.1M and bringing the position to 2,835 shares worth $1.48M. The position accounts for 0.25% of the portfolio, ranked #70.

SOA Wealth Advisors first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

SOA Wealth Advisors held 2,835 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.48M as of Q2 2026.
SOA Wealth Advisors bought 2,198 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.1M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of SOA Wealth Advisors's portfolio in Q2 2026, its #70 holding.
SOA Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 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 SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.