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

Stratos Wealth Advisors’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	$2.17M	Sell	4,155 -48	-1%	-$24K	0.12%	172
2026 Q1	$1.95M	Sell	4,203 -21,531	-84%	-$10.4M	0.12%	177
2025 Q4	$12.4M	Buy	25,734 +507	+2%	+$240K	0.6%	35
2025 Q3	$11.7M	Buy	25,227 +1,362	+6%	+$614K	0.56%	39
2025 Q2	$10.5M	Buy	23,865 +783	+3%	+$325K	0.55%	40
2025 Q1	$9.69M	Sell	23,082 -211	-0.9%	-$91.3K	0.53%	47
2024 Q4	$9.91M	Sell	23,293 -444	-2%	-$192K	0.47%	49
2024 Q3	$10M	Buy	23,737 +1,525	+7%	+$620K	0.46%	51
2024 Q2	$8.69M	Buy	22,212 +1,245	+6%	+$483K	0.43%	57
2024 Q1	$8.34M	Buy	20,967 +642	+3%	+$247K	0.49%	46
2023 Q4	$7.66M	Buy	20,325 +779	+4%	+$272K	0.44%	47
2023 Q3	$6.55M	Sell	19,546 -1,040	-5%	-$361K	0.43%	51
2023 Q2	$7.08M	Buy	20,586 +1,649	+9%	+$555K	0.5%	37
2023 Q1	$6.3M	Buy	18,937 +100	+0.5%	+$33.2K	0.48%	43
2022 Q4	$6.24M	Buy	18,837 +555	+3%	+$180K	0.52%	37
2022 Q3	$5.25M	Buy	18,282 +378	+2%	+$120K	0.55%	34
2022 Q2	$5.51M	Buy	17,904 +1,408	+9%	+$460K	0.5%	40
2022 Q1	$5.72M	Buy	16,496 +2,884	+21%	+$1M	0.46%	48
2021 Q4	$4.95M	Buy	13,612 +1,871	+16%	+$665K	0.36%	70
2021 Q3	$3.97M	Buy	11,741 +2,471	+27%	+$863K	0.34%	76
2021 Q2	$3.2M	Buy	9,270 +4,096	+79%	+$1.4M	0.28%	94
2021 Q1	$1.71M	Buy	5,174 +1,206	+30%	+$381K	0.18%	155
2020 Q4	$1.21M	Buy	3,968 +843	+27%	+$245K	0.17%	144
2020 Q3	$867K	Buy	3,125 +15	+0.5%	+$4.1K	0.21%	121
2020 Q2	$802K	Buy	3,110 +59	+2%	+$14.5K	0.25%	102
2020 Q1	$669K	Sell	3,051 -517	-14%	-$137K	0.47%	60
2019 Q4	$1.02M	Buy	3,568 +464	+15%	+$128K	0.58%	38
2019 Q3	$836K	Buy	3,104 +12	+0.4%	+$3.2K	0.32%	82
2019 Q2	$822K	Sell	3,092 -14	-0.5%	-$3.65K	0.33%	73
2019 Q1	$805K	Buy	3,106 +114	+4%	+$28.7K	0.44%	59
2018 Q4	$698K	Buy	+2,992	New	+$747K	0.47%	63

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

Stratos Wealth Advisors's DIA Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.1% in Q2 2026, selling an estimated $24K and leaving 4,155 shares worth $2.17M. The position accounts for 0.12% of the portfolio, ranked #172.

Stratos Wealth Advisors first reported a position in DIA in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.4M in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Stratos Wealth Advisors held 4,155 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.17M as of Q2 2026.
Stratos Wealth Advisors sold 48 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $24K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Stratos Wealth Advisors's portfolio in Q2 2026, its #172 holding.
Stratos Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 31 quarters since.
Stratos Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $12.4M in Q4 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.