Wingate Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wingate Wealth Advisors’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	$322K	Buy	616 +1	+0.2%	+$499	0.14%	102
2026 Q1	$285K	Buy	615 +1	+0.2%	+$484	0.15%	103
2025 Q4	$295K	Buy	614 +2	+0.3%	+$946	0.16%	99
2025 Q3	$284K	Buy	612 +1	+0.2%	+$451	0.2%	96
2025 Q2	$269K	Hold	611	–	–	0.24%	85
2025 Q1	$256K	Sell	611 -93	-13%	-$40.2K	0.3%	81
2024 Q4	$299K	Buy	+704	New	+$305K	0.29%	75

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

Wingate Wealth Advisors's DIA Position: Q2 2026 in Review

Wingate Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.16% in Q2 2026, buying an estimated $499 and bringing the position to 616 shares worth $322K. The position accounts for 0.14% of the portfolio, ranked #102.

Wingate Wealth Advisors first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wingate Wealth Advisors held 616 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $322K as of Q2 2026.
Wingate Wealth Advisors 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 0.14% of Wingate Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Wingate Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 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 Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.