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

Strait & Sound 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 		$706K Sell
1,351
-995
-42% -$497K 0.25% 83
2026
Q1 		$1.09M Buy
2,346
+263
+13% +$127K 0.4% 57
2025
Q4 		$1M Sell
2,083
-13
-0.6% -$6.15K 0.37% 55
2025
Q3 		$972K Buy
2,096
+1
+0% +$451 0.37% 58
2025
Q2 		$923K Sell
2,095
-529
-20% -$220K 0.39% 57
2025
Q1 		$1.1M Buy
2,624
+1,500
+133% +$649K 0.51% 43
2024
Q4 		$478K Sell
1,124
-185
-14% -$80.1K 0.22% 83
2024
Q3 		$554K Sell
1,309
-1,509
-54% -$613K 0.27% 66
2024
Q2 		$1.1M Buy
2,818
+1,610
+133% +$625K 0.56% 30
2024
Q1 		$464K Hold
1,208
– – 0.26% 64
2023
Q4 		$450K Buy
1,208
+110
+10% +$38.4K 0.28% 64
2023
Q3 		$368K Sell
1,098
-3
-0.3% -$1.04K 0.32% 73
2023
Q2 		$379K Hold
1,101
– – 0.38% 60
2023
Q1 		$366K Buy
1,101
+74
+7% +$24.6K 0.36% 67
2022
Q4 		$348K Buy
+1,027
New +$334K 0.38% 68

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

Strait & Sound Wealth Management's DIA Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 42% in Q2 2026, selling an estimated $497K and leaving 1,351 shares worth $706K. The position accounts for 0.25% of the portfolio, ranked #83.

Strait & Sound Wealth Management first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q2 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Strait & Sound Wealth Management held 1,351 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $706K as of Q2 2026.
  • Strait & Sound Wealth Management sold 995 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $497K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Strait & Sound Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.1M in Q2 2024.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.