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

Sound View Wealth Advisors Group’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	$13M	Buy	24,956 +205	+0.8%	+$102K	0.81%	33
2026 Q1	$11.5M	Sell	24,751 -227	-0.9%	-$110K	0.78%	34
2025 Q4	$12M	Buy	24,978 +265	+1%	+$125K	0.81%	33
2025 Q3	$11.5M	Sell	24,713 -519	-2%	-$234K	0.79%	35
2025 Q2	$11.1M	Buy	25,232 +188	+0.8%	+$78K	0.82%	30
2025 Q1	$10.5M	Sell	25,044 -16	-0.1%	-$6.92K	0.86%	29
2024 Q4	$10.7M	Buy	25,060 +225	+0.9%	+$97.4K	0.86%	29
2024 Q3	$10.5M	Buy	24,835 +2,527	+11%	+$1.03M	0.86%	31
2024 Q2	$8.73M	Buy	22,308 +520	+2%	+$202K	0.9%	31
2024 Q1	$8.67M	Sell	21,788 -1,098	-5%	-$423K	0.92%	30
2023 Q4	$8.63M	Buy	22,886 +1,329	+6%	+$464K	0.95%	26
2023 Q3	$7.22M	Buy	21,557 +2,177	+11%	+$755K	0.9%	28
2023 Q2	$6.66M	Buy	19,380 +202	+1%	+$68K	0.87%	29
2023 Q1	$6.38M	Sell	19,178 -3,708	-16%	-$1.23M	0.88%	31
2022 Q4	$8.63M	Buy	22,886 +7,792	+52%	+$2.53M	0.95%	26
2022 Q3	$4.34M	Sell	15,094 -394	-3%	-$125K	0.97%	31
2022 Q2	$4.77M	Buy	15,488 +983	+7%	+$321K	1%	30
2022 Q1	$5.03M	Buy	14,505 +143	+1%	+$49.6K	0.96%	29
2021 Q4	$5.22M	Buy	14,362 +628	+5%	+$223K	0.99%	29
2021 Q3	$4.65M	Buy	13,734 +345	+3%	+$121K	0.97%	29
2021 Q2	$4.62M	Buy	13,389 +1,248	+10%	+$426K	0.97%	31
2021 Q1	$4.01M	Buy	12,141 +1,017	+9%	+$321K	0.93%	33
2020 Q4	$3.4M	Sell	11,124 -3	-0%	-$873	0.83%	36
2020 Q3	$3.09M	Sell	11,127 -386	-3%	-$105K	0.81%	35
2020 Q2	$2.97M	Sell	11,513 -2,996	-21%	-$737K	0.84%	37
2020 Q1	$3.18M	Sell	14,509 -171	-1%	-$45.4K	1.1%	28
2019 Q4	$4.18M	Buy	14,680 +342	+2%	+$94.2K	1.18%	23
2019 Q3	$3.86M	Buy	14,338 +729	+5%	+$195K	1.15%	24
2019 Q2	$3.62M	Buy	+13,609	New	+$3.55M	1.07%	25

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

Sound View Wealth Advisors Group's DIA Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.83% in Q2 2026, buying an estimated $102K and bringing the position to 24,956 shares worth $13M. The position accounts for 0.81% of the portfolio, ranked #33.

Sound View Wealth Advisors Group first reported a position in DIA in Q2 2019 and has held it in 29 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Sound View Wealth Advisors Group held 24,956 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $13M as of Q2 2026.
Sound View Wealth Advisors Group bought 205 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $102K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.81% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #33 holding.
Sound View Wealth Advisors Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and has held it in 29 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 Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.