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

Wiser Advisor 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	$387K	Sell	835 -354	-30%	-$171K	0.47%	42
2025 Q4	$571K	Buy	1,189 +266	+29%	+$126K	0.65%	39
2025 Q3	$428K	Sell	923 -37	-4%	-$16.7K	0.53%	42
2025 Q2	$423K	Buy	960 +724	+307%	+$300K	0.73%	32
2025 Q1	$99K	Buy	236 +190	+413%	+$82.2K	0.15%	70
2024 Q4	$19.4K	Hold	46	–	–	0.03%	150
2024 Q3	$19.3K	Hold	46	–	–	0.03%	157
2024 Q2	$17.7K	Buy	46 +30	+188%	+$11.6K	0.03%	160
2024 Q1	$6.45K	Hold	16	–	–	0.01%	210
2023 Q4	$6.09K	Buy	+16	New	+$5.59K	0.01%	209

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

Wiser Advisor Group's DIA Position: Q1 2026 in Review

Wiser Advisor Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 30% in Q1 2026, selling an estimated $171K and leaving 835 shares worth $387K. The position accounts for 0.47% of the portfolio, ranked #42.

Wiser Advisor Group first reported a position in DIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $571K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Wiser Advisor Group held 835 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $387K as of Q1 2026.
Wiser Advisor Group sold 354 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $171K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.47% of Wiser Advisor Group's portfolio in Q1 2026, its #42 holding.
Wiser Advisor Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $571K 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 Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.