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

Wealth Quarterback’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 		$4.67M Buy
8,939
+6,841
+326% +$3.42M 1.44% 14
2026
Q1 		$972K Sell
2,098
-167
-7% -$80.9K 0.38% 55
2025
Q4 		$1.09M Sell
2,265
-17,436
-89% -$8.25M 0.39% 46
2025
Q3 		$9.14M Buy
19,701
+570
+3% +$257K 3.53% 6
2025
Q2 		$8.43M Sell
19,131
-10,384
-35% -$4.31M 4% 4
2025
Q1 		$12.4M Sell
29,515
-7,321
-20% -$3.17M 6.97% 3
2024
Q4 		$15.7M Buy
36,836
+14,907
+68% +$6.45M 7.36% 2
2024
Q3 		$9.28M Buy
21,929
+544
+3% +$221K 4.83% 3
2024
Q2 		$8.36M Buy
21,385
+2,227
+12% +$865K 4.74% 4
2024
Q1 		$7.62M Buy
19,158
+931
+5% +$359K 4.26% 6
2023
Q4 		$6.87M Buy
18,227
+1,358
+8% +$475K 4.19% 3
2023
Q3 		$5.65M Sell
16,869
-14,222
-46% -$4.93M 4.89% 4
2023
Q2 		$10.7M Buy
31,091
+15,378
+98% +$5.18M 7.41% 2
2023
Q1 		$5.23M Buy
15,713
+175
+1% +$58.1K 4.44% 4
2022
Q4 		$5.15M Buy
15,538
+14,099
+980% +$4.58M 4.27% 4
2022
Q3 		$414K Sell
1,439
-394
-21% -$125K 0.44% 57
2022
Q2 		$564K Buy
+1,833
New +$599K 0.44% 48
2021
Q3 		$410K Buy
61,762
+53,200
+621% +$18.6M 0.27% 74
2021
Q2 		$2.95M Buy
+8,562
New +$2.92M 1.8% 11
2020
Q4 		$1.27M Buy
+4,157
New +$1.21M 1.06% 22

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

Wealth Quarterback's DIA Position: Q2 2026 in Review

Wealth Quarterback increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 326% in Q2 2026, buying an estimated $3.42M and bringing the position to 8,939 shares worth $4.67M. The position accounts for 1.44% of the portfolio, ranked #14.

Wealth Quarterback first reported a position in DIA in Q4 2020 and has held it in 20 quarters since. The position peaked at $15.7M in Q4 2024. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Wealth Quarterback held 8,939 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.67M as of Q2 2026.
  • Wealth Quarterback bought 6,841 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3.42M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.44% of Wealth Quarterback's portfolio in Q2 2026, its #14 holding.
  • Wealth Quarterback first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 20 quarters since.
  • Wealth Quarterback's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $15.7M in Q4 2024.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.