Werba Rubin Papier Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Werba Rubin Papier Wealth 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	$244K	Buy	467 +29	+7%	+$14.5K	0.03%	257
2026 Q1	$203K	Buy	438 +1	+0.2%	+$484	0.03%	271
2025 Q4	$210K	Buy	+437	New	+$207K	0.06%	220

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

Werba Rubin Papier Wealth Management's DIA Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.6% in Q2 2026, buying an estimated $14.5K and bringing the position to 467 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #257.

Werba Rubin Papier Wealth Management first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Werba Rubin Papier Wealth Management held 467 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $244K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 29 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $14.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #257 holding.
Werba Rubin Papier Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.