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

Wealth Advisory Solutions’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	$230K	Hold	440	–	–	0.05%	141
2026 Q1	$204K	Sell	440 -3	-0.7%	-$1.45K	0.05%	138
2025 Q4	$213K	Buy	+443	New	+$210K	0.05%	133

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 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

Wealth Advisory Solutions's DIA Position: Q2 2026 in Review

Wealth Advisory Solutions held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 440 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #141.

Wealth Advisory Solutions first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wealth Advisory Solutions held 440 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $230K as of Q2 2026.
Wealth Advisory Solutions left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Wealth Advisory Solutions's portfolio in Q2 2026, its #141 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.