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TCWM
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
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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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