Wealthfront Advisers
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Wealthfront Advisers’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wealthfront Advisers’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
Q1 		$4.26M Buy
9,199
+1,100
+14% +$533K 0.01% 452
2025
Q4 		$3.89M Buy
8,099
+817
+11% +$386K 0.01% 457
2025
Q3 		$3.38M Sell
7,282
-2
-0% -$901 0.01% 471
2025
Q2 		$3.21M Buy
7,284
+288
+4% +$120K 0.01% 466
2025
Q1 		$2.94M Buy
6,996
+29
+0.4% +$12.5K 0.01% 452
2024
Q4 		$2.96M Buy
6,967
+2,343
+51% +$1.01M 0.01% 435
2024
Q3 		$1.96M Buy
4,624
+637
+16% +$259K 0.01% 501
2024
Q2 		$1.56M Buy
3,987
+228
+6% +$88.5K 0.01% 539
2024
Q1 		$1.5M Buy
3,759
+968
+35% +$373K 0.01% 538
2023
Q4 		$1.05M Buy
2,791
+1,040
+59% +$363K ﹤0.01% 586
2023
Q3 		$586K Buy
1,751
+283
+19% +$98.1K ﹤0.01% 661
2023
Q2 		$505K Buy
1,468
+353
+32% +$119K ﹤0.01% 674
2023
Q1 		$371K Buy
1,115
+366
+49% +$122K ﹤0.01% 717
2022
Q4 		$248K Buy
+749
New +$243K ﹤0.01% 742

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return