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Widmann Financial Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Widmann Financial Services’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 		$932K Sell
2,012
-126
-6% -$61K 0.55% 54
2025
Q4 		$1.03M Sell
2,138
-218
-9% -$103K 0.63% 45
2025
Q3 		$1.09M Hold
2,356
– – 0.69% 40
2025
Q2 		$1.04M Sell
2,356
-100
-4% -$41.5K 0.72% 42
2025
Q1 		$1.03M Buy
2,456
+1
+0% +$432 0.8% 38
2024
Q4 		$1.04M Hold
2,455
– – 0.81% 39
2024
Q3 		$1.04M Buy
2,455
+20
+0.8% +$8.13K 0.79% 40
2024
Q2 		$952K Buy
2,435
+1
+0% +$388 0.77% 41
2024
Q1 		$968K Sell
2,434
-10
-0.4% -$3.85K 0.81% 40
2023
Q4 		$921K Sell
2,444
-90
-4% -$31.4K 0.83% 39
2023
Q3 		$849K Sell
2,534
-44
-2% -$15.3K 0.85% 39
2023
Q2 		$887K Hold
2,578
– – 0.85% 41
2023
Q1 		$857K Buy
2,578
+1
+0% +$332 0.86% 41
2022
Q4 		$854K Buy
2,577
+1
+0% +$325 0.89% 43
2022
Q3 		$740K Buy
2,576
+201
+8% +$63.9K 0.82% 45
2022
Q2 		$731K Buy
2,375
+303
+15% +$99.1K 0.76% 47
2022
Q1 		$718K Buy
2,072
+23
+1% +$7.98K 0.64% 49
2021
Q4 		$744K Buy
+2,049
New +$728K 0.61% 46

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Widmann Financial Services's DIA Position: Q1 2026 in Review

Widmann Financial Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.9% in Q1 2026, selling an estimated $61K and leaving 2,012 shares worth $932K. The position accounts for 0.55% of the portfolio, ranked #54.

Widmann Financial Services first reported a position in DIA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q3 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Widmann Financial Services held 2,012 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $932K as of Q1 2026.
  • Widmann Financial Services sold 126 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $61K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.55% of Widmann Financial Services's portfolio in Q1 2026, its #54 holding.
  • Widmann Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.09M in Q3 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 Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.