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

Walkner Condon Financial 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 Q1	$561K	Sell	1,211 -4	-0.3%	-$1.94K	0.07%	161
2025 Q4	$584K	Sell	1,215 -42	-3%	-$19.9K	0.08%	162
2025 Q3	$583K	Buy	1,257 +4	+0.3%	+$1.8K	0.09%	154
2025 Q2	$552K	Hold	1,253	–	–	0.1%	146
2025 Q1	$526K	Hold	1,253	–	–	0.11%	150
2024 Q4	$533K	Hold	1,253	–	–	0.11%	156
2024 Q3	$530K	Hold	1,253	–	–	0.11%	152
2024 Q2	$490K	Buy	1,253 +42	+3%	+$16.3K	0.11%	147
2024 Q1	$482K	Hold	1,211	–	–	0.1%	158
2023 Q4	$456K	Buy	+1,211	New	+$423K	0.1%	158

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

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return