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

TrueWealth 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 		$4.39M Buy
8,403
+175
+2% +$87.4K 0.99% 19
2026
Q1 		$3.81M Buy
8,228
+407
+5% +$197K 0.96% 19
2025
Q4 		$3.76M Buy
7,821
+460
+6% +$218K 0.97% 23
2025
Q3 		$3.41M Buy
7,361
+94
+1% +$42.4K 0.92% 23
2025
Q2 		$3.2M Buy
7,267
+197
+3% +$81.7K 0.95% 21
2025
Q1 		$2.97M Buy
7,070
+106
+2% +$45.8K 0.97% 21
2024
Q4 		$2.96M Buy
6,964
+74
+1% +$32K 0.99% 21
2024
Q3 		$2.92M Buy
6,890
+144
+2% +$58.5K 0.97% 22
2024
Q2 		$2.64M Sell
6,746
-234
-3% -$90.8K 0.98% 21
2024
Q1 		$2.78M Sell
6,980
-154
-2% -$59.3K 1.07% 20
2023
Q4 		$2.69M Sell
7,134
-1,145
-14% -$400K 1.04% 18
2023
Q3 		$2.77M Sell
8,279
-1,010
-11% -$350K 1.17% 18
2023
Q2 		$3.19M Sell
9,289
-7,991
-46% -$2.69M 1.31% 19
2023
Q1 		$5.75M Sell
17,280
-11,963
-41% -$3.97M 2.41% 9
2022
Q4 		$9.69M Buy
29,243
+678
+2% +$220K 4.24% 5
2022
Q3 		$8.21M Sell
28,565
-1,421
-5% -$452K 3.89% 6
2022
Q2 		$9.23M Buy
29,986
+7,386
+33% +$2.42M 4.29% 3
2022
Q1 		$8.21M Hold
22,600
– – 3.69% 4
2021
Q4 		$8.21M Buy
22,600
+784
+4% +$279K 3.69% 4
2021
Q3 		$7.38M Buy
21,816
+386
+2% +$135K 4.15% 5
2021
Q2 		$7.39M Buy
21,430
+2,947
+16% +$1.01M 4.31% 6
2021
Q1 		$6.25M Buy
+18,483
New +$5.83M 4.06% 6

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

TrueWealth Advisors's DIA Position: Q2 2026 in Review

TrueWealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.1% in Q2 2026, buying an estimated $87.4K and bringing the position to 8,403 shares worth $4.39M. The position accounts for 0.99% of the portfolio, ranked #19.

TrueWealth Advisors first reported a position in DIA in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.69M in Q4 2022. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • TrueWealth Advisors held 8,403 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.39M as of Q2 2026.
  • TrueWealth Advisors bought 175 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $87.4K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.99% of TrueWealth Advisors's portfolio in Q2 2026, its #19 holding.
  • TrueWealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 22 quarters since.
  • TrueWealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $9.69M in Q4 2022.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.