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

WealthPlan Investment 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	$588K	Sell	1,126 -16	-1%	-$7.99K	0.03%	293
2026 Q1	$529K	Sell	1,142 -522	-31%	-$253K	0.03%	292
2025 Q4	$800K	Buy	1,664 +4	+0.2%	+$1.89K	0.05%	214
2025 Q3	$770K	Buy	1,660 +61	+4%	+$27.5K	0.05%	195
2025 Q2	$705K	Buy	1,599 +725	+83%	+$301K	0.05%	207
2025 Q1	$367K	Sell	874 -6	-0.7%	-$2.6K	0.04%	203
2024 Q4	$374K	Buy	880 +332	+61%	+$144K	0.04%	197
2024 Q3	$232K	Buy	+548	New	+$223K	0.02%	231

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

WealthPlan Investment Management's DIA Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.4% in Q2 2026, selling an estimated $7.99K and leaving 1,126 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #293.

WealthPlan Investment Management first reported a position in DIA in Q3 2024 and has held it in 8 quarters since. The position peaked at $800K in Q4 2025. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

WealthPlan Investment Management held 1,126 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $588K as of Q2 2026.
WealthPlan Investment Management sold 16 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $7.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #293 holding.
WealthPlan Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 8 quarters since.
WealthPlan Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $800K in Q4 2025.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.