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

WealthBridge Capital Management’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	$2.18M	Hold	4,175	–	–	0.43%	46
2026 Q1	$1.93M	Buy	4,175 +5	+0.1%	+$2.42K	0.45%	50
2025 Q4	$2M	Buy	4,170 +1	+0%	+$473	0.46%	48
2025 Q3	$1.93M	Sell	4,169 -76	-2%	-$34.3K	0.45%	47
2025 Q2	$1.87M	Sell	4,245 -34	-0.8%	-$14.1K	0.47%	46
2025 Q1	$1.8M	Sell	4,279 -4	-0.1%	-$1.73K	0.51%	46
2024 Q4	$1.82M	Buy	4,283 +1	+0%	+$433	0.51%	45
2024 Q3	$1.81M	Buy	4,282 +15	+0.4%	+$6.09K	0.52%	45
2024 Q2	$1.67M	Sell	4,267 -112	-3%	-$43.5K	0.55%	43
2024 Q1	$1.74M	Sell	4,379 -37	-0.8%	-$14.3K	0.59%	41
2023 Q4	$1.66M	Sell	4,416 -39	-0.9%	-$13.6K	0.62%	39
2023 Q3	$1.49M	Buy	4,455 +1	+0%	+$347	0.62%	37
2023 Q2	$1.53M	Buy	4,454 +3	+0.1%	+$1.01K	0.61%	37
2023 Q1	$1.48M	Buy	4,451 +1	+0%	+$332	0.59%	41
2022 Q4	$1.47M	Sell	4,450 -97	-2%	-$31.5K	0.62%	40
2022 Q3	$1.4M	Hold	4,547	–	–	0.6%	37
2022 Q2	$1.4M	Sell	4,547 -35	-0.8%	-$11.4K	0.6%	37
2022 Q1	$1.59M	Sell	4,582 -865	-16%	-$300K	0.59%	38
2021 Q4	$1.98M	Sell	5,447 -3,620	-40%	-$1.29M	0.74%	31
2021 Q3	$3.07M	Sell	9,067 -1,846	-17%	-$645K	1.15%	22
2021 Q2	$3.76M	Buy	10,913 +726	+7%	+$248K	1.37%	19
2021 Q1	$3.36M	Sell	10,187 -172	-2%	-$54.3K	1.37%	21
2020 Q4	$3.17M	Buy	10,359 +289	+3%	+$84.1K	1.39%	20
2020 Q3	$2.79M	Sell	10,070 -418	-4%	-$114K	1.43%	20
2020 Q2	$2.7M	Buy	10,488 +414	+4%	+$102K	1.53%	19
2020 Q1	$2.21M	Buy	10,074 +601	+6%	+$160K	1.53%	18
2019 Q4	$2.7M	Sell	9,473 -65	-0.7%	-$17.9K	1.75%	14
2019 Q3	$2.57M	Buy	9,538 +476	+5%	+$127K	1.85%	14
2019 Q2	$2.11M	Sell	9,062 -238	-3%	-$62.1K	1.93%	15
2019 Q1	$2.4M	Buy	9,300 +238	+3%	+$59.9K	1.53%	15
2018 Q4	$2.11M	Buy	+9,062	New	+$2.26M	1.61%	15

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

WealthBridge Capital Management's DIA Position: Q2 2026 in Review

WealthBridge Capital Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 4,175 shares worth $2.18M. The position accounts for 0.43% of the portfolio, ranked #46.

WealthBridge Capital Management first reported a position in DIA in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.76M in Q2 2021. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

WealthBridge Capital Management held 4,175 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.18M as of Q2 2026.
WealthBridge Capital Management 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 0.43% of WealthBridge Capital Management's portfolio in Q2 2026, its #46 holding.
WealthBridge Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 31 quarters since.
WealthBridge Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.76M in Q2 2021.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.