WealthShield Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

WealthShield Partners’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	$280K	Sell	535 -266	-33%	-$133K	0.04%	197
2026 Q1	$371K	Hold	801	–	–	0.04%	268
2025 Q4	$385K	Hold	801	–	–	0.04%	261
2025 Q3	$371K	Hold	801	–	–	0.04%	260
2025 Q2	$353K	Sell	801 -85	-10%	-$35.3K	0.04%	265
2025 Q1	$372K	Buy	886 +235	+36%	+$102K	0.05%	244
2024 Q4	$277K	Sell	651 -450	-41%	-$195K	0.04%	255
2024 Q3	$467K	Buy	1,101 +213	+24%	+$86.5K	0.06%	217
2024 Q2	$348K	Hold	888	–	–	0.05%	229
2024 Q1	$354K	Sell	888 -75	-8%	-$28.9K	0.06%	217
2023 Q4	$364K	Hold	963	–	–	0.06%	224
2023 Q3	$323K	Sell	963 -69	-7%	-$23.9K	0.05%	244
2023 Q2	$356K	Hold	1,032	–	–	0.05%	233
2023 Q1	$344K	Hold	1,032	–	–	0.06%	234
2022 Q4	$343K	Hold	1,032	–	–	0.07%	233
2022 Q3	$297K	Hold	1,032	–	–	0.06%	245
2022 Q2	$318K	Hold	1,032	–	–	0.06%	244
2022 Q1	$359K	Sell	1,032 -250	-20%	-$86.7K	0.06%	268
2021 Q4	$466K	Buy	1,282 +371	+41%	+$132K	0.08%	200
2021 Q3	$308K	Buy	+911	New	+$318K	0.08%	187
2021 Q2	–	Sell	-911	Closed	-$301K	–	862
2021 Q1	$301K	Hold	911	–	–	0.05%	207
2020 Q4	$278K	Buy	911 +1	+0.1%	+$291	0.05%	242
2020 Q3	$253K	Hold	910	–	–	0.09%	213
2020 Q2	$235K	Buy	+910	New	+$224K	0.11%	181
2020 Q1	–	Sell	-909	Closed	-$259K	–	279
2019 Q4	$259K	Buy	909 +85	+10%	+$23.4K	0.13%	155
2019 Q3	$222K	Hold	824	–	–	0.12%	158
2019 Q2	$219K	Buy	824 +1	+0.1%	+$261	0.13%	140
2019 Q1	$213K	Buy	+823	New	+$207K	0.12%	136
2018 Q4	–	Sell	-762	Closed	-$202K	–	245
2018 Q3	$202K	Buy	+762	New	+$195K	0.12%	126
2018 Q2	–	Sell	-1,023	Closed	-$247K	–	248
2018 Q1	$247K	Hold	1,023	–	–	0.16%	101
2017 Q4	$254K	Buy	+1,023	New	+$242K	0.15%	110

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

WealthShield Partners's DIA Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 33% in Q2 2026, selling an estimated $133K and leaving 535 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #197.

WealthShield Partners first reported a position in DIA in Q4 2017 and has held it in 31 quarters since. The position peaked at $467K in Q3 2024. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

WealthShield Partners held 535 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $280K as of Q2 2026.
WealthShield Partners sold 266 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $133K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of WealthShield Partners's portfolio in Q2 2026, its #197 holding.
WealthShield Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 31 quarters since.
WealthShield Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $467K in Q3 2024.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.