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

Steelhead 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 Q1	$12.4M	Buy	+26,818	New	+$13M	6.3%	3

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Steelhead Wealth Management's DIA Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026: 26,818 shares worth $12.4M. The stake represents 6.3% of the portfolio and ranks #3 among its holdings.

1,361 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Steelhead Wealth Management held 26,818 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $12.4M as of Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Steelhead Wealth Management position in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 6.3% of Steelhead Wealth Management's portfolio in Q1 2026, its #3 holding.
1,361 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.