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	–	Sell	-6,000	Closed	-$2.78M	–	177
2026 Q1	$2.78M	Buy	+6,000	New	+$2.91M	1.03%	22

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

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.