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 Q2	$437K	Buy	837 +2	+0.2%	+$999	0.48%	41
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

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

Wiser Advisor Group's DIA Position: Q2 2026 in Review

Wiser Advisor Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.24% in Q2 2026, buying an estimated $999 and bringing the position to 837 shares worth $437K. The position accounts for 0.48% of the portfolio, ranked #41.

Wiser Advisor Group first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $571K in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wiser Advisor Group held 837 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $437K as of Q2 2026.
Wiser Advisor Group bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $999.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.48% of Wiser Advisor Group's portfolio in Q2 2026, its #41 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 11 quarters since.
Wiser Advisor Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $571K in Q4 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.