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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
Q2 		$1.05M Buy
2,013
+1
+0% +$499 0.56% 52
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Widmann Financial Services's DIA Position: Q2 2026 in Review

Widmann Financial Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.05% in Q2 2026, buying an estimated $499 and bringing the position to 2,013 shares worth $1.05M. The position accounts for 0.56% of the portfolio, ranked #52.

Widmann Financial Services first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q3 2025. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Widmann Financial Services held 2,013 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.05M as of Q2 2026.
  • Widmann Financial Services bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.56% of Widmann Financial Services's portfolio in Q2 2026, its #52 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 19 quarters since.
  • Widmann Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.09M in Q3 2025.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.