Weaver Consulting Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Weaver Consulting Group’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	$629K	Sell	1,359 -7	-0.5%	-$3.39K	0.15%	119
2025 Q4	$656K	Hold	1,366	–	–	0.16%	112
2025 Q3	$633K	Sell	1,366 -5	-0.4%	-$2.25K	0.16%	112
2025 Q2	$604K	Hold	1,371	–	–	0.17%	110
2025 Q1	$576K	Hold	1,371	–	–	0.17%	105
2024 Q4	$584K	Hold	1,371	–	–	0.18%	98
2024 Q3	$580K	Buy	1,371 +50	+4%	+$20.3K	0.18%	98
2024 Q2	$517K	Buy	1,321 +42	+3%	+$16.3K	0.18%	100
2024 Q1	$509K	Hold	1,279	–	–	0.19%	97
2023 Q4	$482K	Hold	1,279	–	–	0.2%	88
2023 Q3	$429K	Sell	1,279 -200	-14%	-$69.4K	0.19%	98
2023 Q2	$509K	Hold	1,479	–	–	0.22%	80
2023 Q1	$492K	Hold	1,479	–	–	0.23%	78
2022 Q4	$490K	Buy	1,479 +20	+1%	+$6.5K	0.25%	74
2022 Q3	$419K	Hold	1,459	–	–	0.24%	82
2022 Q2	$449K	Sell	1,459 -40	-3%	-$13.1K	0.25%	79
2022 Q1	$520K	Buy	1,499 +15	+1%	+$5.2K	0.25%	73
2021 Q4	$539K	Hold	1,484	–	–	0.26%	68
2021 Q3	$502K	Sell	1,484 -35	-2%	-$12.2K	0.27%	66
2021 Q2	$524K	Hold	1,519	–	–	0.3%	61
2021 Q1	$502K	Hold	1,519	–	–	0.31%	61
2020 Q4	$465K	Sell	1,519 -75	-5%	-$21.8K	0.29%	67
2020 Q3	$443K	Buy	1,594 +553	+53%	+$151K	0.26%	65
2020 Q2	$269K	Hold	1,041	–	–	0.16%	92
2020 Q1	$228K	Hold	1,041	–	–	0.15%	91
2019 Q4	$280K	Buy	1,041 +90	+9%	+$24.8K	0.15%	89
2019 Q3	$259K	Hold	951	–	–	0.14%	88
2019 Q2	$253K	Hold	951	–	–	0.14%	86
2019 Q1	$248K	Buy	+951	New	+$239K	0.07%	190

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Weaver Consulting Group's DIA Position: Q1 2026 in Review

Weaver Consulting Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.51% in Q1 2026, selling an estimated $3.39K and leaving 1,359 shares worth $629K. The position accounts for 0.15% of the portfolio, ranked #119.

Weaver Consulting Group first reported a position in DIA in Q1 2019 and has held it in 29 quarters since. The position peaked at $656K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Weaver Consulting Group held 1,359 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $629K as of Q1 2026.
Weaver Consulting Group sold 7 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $3.39K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Weaver Consulting Group's portfolio in Q1 2026, its #119 holding.
Weaver Consulting Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and has held it in 29 quarters since.
Weaver Consulting Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $656K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.