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

Total Clarity 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	$307K	Sell	587 -52	-8%	-$26K	0.06%	299
2026 Q1	$296K	Sell	639 -15	-2%	-$7.27K	0.07%	250
2025 Q4	$314K	Buy	654 +1	+0.2%	+$473	0.08%	228
2025 Q3	$303K	Sell	653 -103	-14%	-$46.4K	0.08%	220
2025 Q2	$333K	Buy	756 +29	+4%	+$12K	0.1%	210
2025 Q1	$310K	Hold	727	–	–	0.1%	189
2024 Q4	$310K	Buy	+727	New	+$315K	0.1%	189
2022 Q3	–	Sell	-105	Closed	-$32K	–	395
2022 Q2	$32K	Buy	+105	New	+$34.3K	0.02%	483
2022 Q1	–	Sell	-156	Closed	-$57K	–	370
2021 Q4	$57K	Hold	156	–	–	0.03%	380
2021 Q3	$53K	Buy	+156	New	+$54.5K	0.03%	391
2021 Q2	–	Sell	-156	Closed	-$52K	–	315
2021 Q1	$52K	Buy	+156	New	+$49.2K	0.03%	330
2020 Q1	–	Sell	-450	Closed	-$128K	–	208
2019 Q4	$128K	Buy	+450	New	+$124K	0.1%	159

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

Total Clarity Wealth Management's DIA Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.1% in Q2 2026, selling an estimated $26K and leaving 587 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #299.

Total Clarity Wealth Management first reported a position in DIA in Q4 2019 and has held it in 12 quarters since. The position peaked at $333K in Q2 2025. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Total Clarity Wealth Management held 587 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $307K as of Q2 2026.
Total Clarity Wealth Management sold 52 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $26K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Total Clarity Wealth Management's portfolio in Q2 2026, its #299 holding.
Total Clarity Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 12 quarters since.
Total Clarity Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $333K in Q2 2025.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.