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

Wealth Preservation 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	–	Sell	-100	Closed	-$46.3K	–	310
2026 Q1	$46.3K	Hold	100	–	–	0.04%	176
2025 Q4	$48.1K	Sell	100 -333	-77%	-$158K	0.02%	205
2025 Q3	$201K	Buy	433 +100	+30%	+$45.1K	0.12%	85
2025 Q2	$147K	Hold	333	–	–	0.09%	104
2025 Q1	$140K	Buy	+333	New	+$144K	0.1%	99

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 Preservation Advisors's DIA Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 100 shares — an estimated $46.3K sold.

Wealth Preservation Advisors first reported a position in DIA in Q1 2025 and held it in 5 quarters. The position peaked at $201K in Q3 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wealth Preservation Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 100 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $46.3K.
Wealth Preservation Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $201K in Q3 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 Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.