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

Wealthspan 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	$279K	Sell	535 -232	-30%	-$116K	0.09%	111
2026 Q1	$355K	Hold	767	–	–	0.13%	92
2025 Q4	$369K	Sell	767 -17	-2%	-$8.04K	0.13%	88
2025 Q3	$364K	Sell	784 -45	-5%	-$20.3K	0.14%	89
2025 Q2	$365K	Sell	829 -286	-26%	-$119K	0.15%	85
2025 Q1	$468K	Sell	1,115 -43	-4%	-$18.6K	0.22%	66
2024 Q4	$493K	Sell	1,158 -119	-9%	-$51.5K	0.24%	67
2024 Q3	$540K	Sell	1,277 -15	-1%	-$6.09K	0.27%	62
2024 Q2	$505K	Sell	1,292 -19	-1%	-$7.38K	0.28%	58
2024 Q1	$521K	Sell	1,311 -10	-0.8%	-$3.85K	0.31%	58
2023 Q4	$498K	Hold	1,321	–	–	0.35%	47
2023 Q3	$442K	Hold	1,321	–	–	0.35%	50
2023 Q2	$454K	Hold	1,321	–	–	0.36%	43
2023 Q1	$439K	Hold	1,321	–	–	0.38%	47
2022 Q4	$438K	Hold	1,321	–	–	0.4%	46
2022 Q3	$380K	Hold	1,321	–	–	0.39%	44
2022 Q2	$407K	Buy	1,321 +193	+17%	+$63.1K	0.42%	41
2022 Q1	$391K	Hold	1,128	–	–	0.35%	48
2021 Q4	$410K	Buy	+1,128	New	+$401K	0.36%	47

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

Wealthspan Partners's DIA Position: Q2 2026 in Review

Wealthspan Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 30% in Q2 2026, selling an estimated $116K and leaving 535 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #111.

Wealthspan Partners first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $540K in Q3 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wealthspan Partners held 535 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $279K as of Q2 2026.
Wealthspan Partners sold 232 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $116K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of Wealthspan Partners's portfolio in Q2 2026, its #111 holding.
Wealthspan Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
Wealthspan Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $540K in Q3 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.