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

Triad 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	–	Sell	-464	Closed	-$223K	–	486
2025 Q4	$223K	Buy	+464	New	+$219K	0.02%	439
2024 Q3	–	Sell	-37	Closed	-$14.6K	–	256
2024 Q2	$14.6K	Buy	+37	New	+$14.4K	0.01%	401

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Triad Wealth Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 464 shares — an estimated $223K sold.

Triad Wealth Partners first reported a position in DIA in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 1,370 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Triad Wealth Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 464 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $223K.
Triad Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and held it in 2 quarters.
Triad Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $223K in Q4 2025.
1,370 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.