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

Visionary Wealth 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 		$1.11M Sell
2,121
-75
-3% -$37.5K 0.04% 296
2026
Q1 		$1.02M Buy
2,196
+11
+0.5% +$5.33K 0.05% 283
2025
Q4 		$1.05M Sell
2,185
-7
-0.3% -$3.31K 0.05% 262
2025
Q3 		$1.02M Sell
2,192
-54
-2% -$24.3K 0.05% 268
2025
Q2 		$990K Sell
2,246
-22
-1% -$9.13K 0.05% 274
2025
Q1 		$952K Buy
2,268
+98
+5% +$42.4K 0.06% 267
2024
Q4 		$923K Buy
2,170
+199
+10% +$86.1K 0.05% 267
2024
Q3 		$834K Sell
1,971
-400
-17% -$163K 0.05% 276
2024
Q2 		$927K Sell
2,371
-138
-6% -$53.6K 0.06% 249
2024
Q1 		$998K Sell
2,509
-70
-3% -$27K 0.07% 232
2023
Q4 		$972K Buy
2,579
+438
+20% +$153K 0.07% 233
2023
Q3 		$717K Sell
2,141
-217
-9% -$75.3K 0.06% 250
2023
Q2 		$811K Buy
2,358
+180
+8% +$60.6K 0.06% 234
2023
Q1 		$724K Sell
2,178
-542
-20% -$180K 0.06% 232
2022
Q4 		$901K Buy
2,720
+937
+53% +$305K 0.08% 192
2022
Q3 		$512K Sell
1,783
-253
-12% -$80.4K 0.05% 222
2022
Q2 		$627K Sell
2,036
-105
-5% -$34.3K 0.06% 215
2022
Q1 		$743K Buy
+2,141
New +$743K 0.06% 203

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

Visionary Wealth Advisors's DIA Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.4% in Q2 2026, selling an estimated $37.5K and leaving 2,121 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #296.

Visionary Wealth Advisors first reported a position in DIA in Q1 2022 and has held it in 18 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Visionary Wealth Advisors held 2,121 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.11M as of Q2 2026.
  • Visionary Wealth Advisors sold 75 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $37.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • Visionary Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 18 quarters since.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.