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

Strategic Wealth Partners’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 		$1M Buy
2,161
+1,560
+260% +$756K 0.07% 146
2025
Q4 		$289K Sell
601
-66
-10% -$31.2K 0.02% 269
2025
Q3 		$309K Sell
667
-23
-3% -$10.4K 0.02% 282
2025
Q2 		$304K Buy
+690
New +$286K 0.02% 272
2024
Q4 		$375K Sell
838
-99
-11% -$42.9K 0.03% 237
2024
Q3 		$396K Hold
937
– – 0.04% 222
2024
Q2 		$366K Buy
937
+83
+10% +$32.2K 0.04% 221
2024
Q1 		$340K Buy
+854
New +$329K 0.04% 220
2023
Q1 		– Sell
-652
Closed -$216K – 263
2022
Q4 		$216K Sell
652
-581
-47% -$189K 0.04% 243
2022
Q3 		$354K Buy
+1,233
New +$392K 0.08% 203
2022
Q2 		– Sell
-582
Closed -$202K – 254
2022
Q1 		$202K Hold
582
– – 0.04% 243
2021
Q4 		$211K Buy
+582
New +$207K 0.04% 266
2019
Q4 		– Sell
-688
Closed -$4.75K – 218
2019
Q3 		$4.75K Sell
688
-88
-11% -$23.5K 0.02% 181
2019
Q2 		$206K Sell
776
-4,105
-84% -$1.07M 0.1% 131
2019
Q1 		$1.28M Sell
4,881
-407
-8% -$102K 0.59% 49
2018
Q4 		$1.29M Buy
5,288
+4,712
+818% +$1.18M 0.65% 36
2018
Q3 		$152K Sell
576
-3,071
-84% -$786K 0.08% 145
2018
Q2 		$885K Sell
3,647
-6,838
-65% -$1.68M 0.51% 65
2018
Q1 		$2.53M Buy
10,485
+502
+5% +$126K 1.31% 14
2017
Q4 		$2.34M Buy
+9,983
New +$2.36M 1.3% 15

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Strategic Wealth Partners's DIA Position: Q1 2026 in Review

Strategic Wealth Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 260% in Q1 2026, buying an estimated $756K and bringing the position to 2,161 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #146.

Strategic Wealth Partners first reported a position in DIA in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.53M in Q1 2018. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Strategic Wealth Partners held 2,161 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1M as of Q1 2026.
  • Strategic Wealth Partners bought 1,560 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $756K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Strategic Wealth Partners's portfolio in Q1 2026, its #146 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 20 quarters since.
  • Strategic Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.53M in Q1 2018.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.