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

SVB Wealth’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 		$439K Hold
840
– – 0.03% 283
2026
Q1 		$389K Hold
840
– – 0.03% 286
2025
Q4 		$404K Hold
840
– – 0.02% 296
2025
Q3 		$390K Hold
840
– – 0.02% 319
2025
Q2 		$370K Sell
840
-1,591
-65% -$660K 0.02% 334
2025
Q1 		$1.02M Hold
2,431
– – 0.04% 159
2024
Q4 		$1.03M Buy
+2,431
New +$1.05M 0.02% 307
2024
Q3 		– Sell
-2,442
Closed -$955K – 167
2024
Q2 		$955K Sell
2,442
-82
-3% -$31.8K 0.02% 331
2024
Q1 		$1M Buy
2,524
+11
+0.4% +$4.24K 0.02% 348
2023
Q4 		$947K Sell
2,513
-563
-18% -$197K 0.02% 345
2023
Q3 		$1.03M Buy
3,076
+575
+23% +$199K 0.02% 315
2023
Q2 		$860K Sell
2,501
-17
-0.7% -$5.72K 0.02% 363
2023
Q1 		$837K Buy
2,518
+1,425
+130% +$473K 0.01% 417
2022
Q4 		$362K Buy
1,093
+17
+2% +$5.53K ﹤0.01% 667
2022
Q3 		$309K Buy
1,076
+178
+20% +$56.6K ﹤0.01% 682
2022
Q2 		$276K Hold
898
– – ﹤0.01% 593
2022
Q1 		$310K Buy
898
+50
+6% +$17.3K ﹤0.01% 579
2021
Q4 		$307K Sell
848
-4
-0.5% -$1.42K 0.01% 571
2021
Q3 		$288K Buy
852
+11
+1% +$3.84K ﹤0.01% 806
2021
Q2 		$290K Buy
841
+14
+2% +$4.78K ﹤0.01% 770
2021
Q1 		$273K Hold
827
– – ﹤0.01% 727
2020
Q4 		$252K Hold
827
– – ﹤0.01% 680
2020
Q3 		$229K Sell
827
-40
-5% -$10.9K ﹤0.01% 598
2020
Q2 		$223K Buy
867
+790
+1,026% +$194K ﹤0.01% 521
2020
Q1 		$16K Sell
77
-790
-91% -$210K ﹤0.01% 539
2019
Q4 		$247K Buy
867
+77
+10% +$21.2K ﹤0.01% 534
2019
Q3 		$213K Hold
790
– – ﹤0.01% 484
2019
Q2 		$210K Buy
+790
New +$206K 0.01% 494

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

SVB Wealth's DIA Position: Q2 2026 in Review

SVB Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 840 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #283.

SVB Wealth first reported a position in DIA in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.03M in Q4 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • SVB Wealth held 840 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $439K as of Q2 2026.
  • SVB Wealth left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #283 holding.
  • SVB Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and has held it in 28 quarters since.
  • SVB Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.03M in Q4 2024.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.