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

Wealth Management 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 Q2	$1.45M	Hold	2,769	–	–	0.34%	59
2026 Q1	$1.28M	Sell	2,769 -1,239	-31%	-$600K	0.37%	58
2025 Q4	$1.93M	Hold	4,008	–	–	0.55%	40
2025 Q3	$1.86M	Buy	4,008 +186	+5%	+$83.8K	0.59%	36
2025 Q2	$1.7M	Buy	3,822 +1,045	+38%	+$434K	0.6%	38
2025 Q1	$1.17M	Hold	2,777	–	–	0.54%	40
2024 Q4	$1.18M	Buy	2,777 +12	+0.4%	+$5.19K	0.51%	45
2024 Q3	$1.17M	Sell	2,765 -101	-4%	-$41K	0.54%	41
2024 Q2	$1.12M	Sell	2,866 -26	-0.9%	-$10.1K	0.55%	41
2024 Q1	$1.15M	Sell	2,892 -66	-2%	-$25.4K	0.58%	39
2023 Q4	$1.11M	Hold	2,958	–	–	0.62%	37
2023 Q3	$991K	Sell	2,958 -34	-1%	-$11.8K	0.62%	35
2023 Q2	$1.03M	Sell	2,992 -198	-6%	-$66.6K	0.65%	32
2023 Q1	$1.06M	Buy	3,190 +190	+6%	+$63.1K	0.74%	30
2022 Q4	$1.07M	Hold	3,000	–	–	0.89%	25
2022 Q3	$956K	Hold	3,000	–	–	0.84%	27
2022 Q2	$1M	Hold	3,000	–	–	0.88%	27
2022 Q1	$1.13M	Hold	3,000	–	–	0.81%	29
2021 Q4	$1.18M	Sell	3,000 -251	-8%	-$89.2K	0.81%	27
2021 Q3	$1.1M	Hold	3,251	–	–	0.81%	31
2021 Q2	$1.12M	Sell	3,251 -44	-1%	-$15K	0.78%	33
2021 Q1	$1.1M	Sell	3,295 -294	-8%	-$92.8K	0.82%	35
2020 Q4	$1.11M	Buy	+3,589	New	+$1.04M	0.87%	30

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 Management Partners's DIA Position: Q2 2026 in Review

Wealth Management Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 2,769 shares worth $1.45M. The position accounts for 0.34% of the portfolio, ranked #59.

Wealth Management Partners first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.93M in Q4 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wealth Management Partners held 2,769 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.45M as of Q2 2026.
Wealth Management Partners 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 0.34% of Wealth Management Partners's portfolio in Q2 2026, its #59 holding.
Wealth Management Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
Wealth Management Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.93M in Q4 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.