Wealthspire Advisors (New York)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wealthspire Advisors (New York)’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	$6.14M	Buy	11,754 +3,677	+46%	+$1.84M	0.03%	230
2026 Q1	$3.74M	Buy	8,077 +468	+6%	+$227K	0.03%	191
2025 Q4	$3.66M	Sell	7,609 -232	-3%	-$110K	0.03%	194
2025 Q3	$3.64M	Buy	7,841 +379	+5%	+$171K	0.02%	196
2025 Q2	$3.29M	Sell	7,462 -33	-0.4%	-$13.7K	0.02%	207
2025 Q1	$3.15M	Buy	7,495 +13	+0.2%	+$5.62K	0.02%	203
2024 Q4	$3.18M	Buy	7,482 +609	+9%	+$264K	0.03%	187
2024 Q3	$2.91M	Buy	6,873 +89	+1%	+$36.2K	0.03%	192
2024 Q2	$2.65M	Sell	6,784 -149	-2%	-$57.8K	0.03%	166
2024 Q1	$2.76M	Buy	6,933 +530	+8%	+$204K	0.04%	158
2023 Q4	$2.41M	Sell	6,403 -237	-4%	-$82.8K	0.03%	169
2023 Q3	$2.22M	Buy	6,640 +121	+2%	+$42K	0.04%	157
2023 Q2	$2.24M	Buy	6,519 +52	+0.8%	+$17.5K	0.04%	142
2023 Q1	$2.15M	Buy	6,467 +41	+0.6%	+$13.6K	0.04%	143
2022 Q4	$2.13M	Buy	6,426 +23	+0.4%	+$7.48K	0.04%	147
2022 Q3	$1.84M	Sell	6,403 -42	-0.7%	-$13.4K	0.04%	153
2022 Q2	$1.98M	Buy	6,445 +25	+0.4%	+$8.18K	0.04%	150
2022 Q1	$2.23M	Buy	6,420 +99	+2%	+$34.3K	0.05%	115
2021 Q4	$2.3M	Buy	6,321 +470	+8%	+$167K	0.05%	134
2021 Q3	$1.98M	Buy	5,851 +305	+5%	+$107K	0.04%	167
2021 Q2	$1.91M	Sell	5,546 -1,594	-22%	-$544K	0.05%	115
2021 Q1	$2.36M	Buy	7,140 +78	+1%	+$24.6K	0.06%	159
2020 Q4	$2.16M	Sell	7,062 -1,336	-16%	-$389K	0.06%	129
2020 Q3	$2.33M	Buy	8,398 +1,584	+23%	+$433K	0.14%	70
2020 Q2	$1.76M	Sell	6,814 -62	-0.9%	-$15.2K	0.12%	73
2020 Q1	$1.51M	Buy	6,876 +124	+2%	+$32.9K	0.06%	150
2019 Q4	$1.93M	Buy	6,752 +2,983	+79%	+$822K	0.14%	44
2019 Q3	$1.01M	Buy	3,769 +11	+0.3%	+$2.94K	0.08%	47
2019 Q2	$999K	Buy	3,758 +11	+0.3%	+$2.87K	0.09%	31
2019 Q1	$971K	Buy	3,747 +435	+13%	+$109K	0.09%	27
2018 Q4	$772K	Buy	+3,312	New	+$826K	0.07%	31

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

Wealthspire Advisors (New York)'s DIA Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 46% in Q2 2026, buying an estimated $1.84M and bringing the position to 11,754 shares worth $6.14M. The position accounts for 0.03% of the portfolio, ranked #230.

Wealthspire Advisors (New York) first reported a position in DIA in Q4 2018 and has held it in 31 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wealthspire Advisors (New York) held 11,754 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.14M as of Q2 2026.
Wealthspire Advisors (New York) bought 3,677 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.84M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #230 holding.
Wealthspire Advisors (New York) 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.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.