WPWealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

WPWealth’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	$216K	Buy	+414	New	+$207K	0.03%	98
2025 Q2	–	Sell	-601	Closed	-$252K	–	91
2025 Q1	$252K	Hold	601	–	–	0.05%	79
2024 Q4	$256K	Sell	601 -395	-40%	-$171K	0.05%	79
2024 Q3	$421K	Hold	996	–	–	0.09%	56
2024 Q2	$390K	Hold	996	–	–	0.09%	49
2024 Q1	$396K	Sell	996 -440	-31%	-$170K	0.1%	47
2023 Q4	$541K	Hold	1,436	–	–	0.17%	37
2023 Q3	$481K	Hold	1,436	–	–	0.18%	38
2023 Q2	$494K	Buy	+1,436	New	+$483K	0.21%	33

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

WPWealth's DIA Position: Q2 2026 in Review

WPWealth opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 414 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #98 among its holdings. This is a return to the name: WPWealth previously reported a position in DIA as recently as Q1 2025.

WPWealth first reported a position in DIA in Q2 2023 and has held it in 9 quarters since. The position peaked at $541K in Q4 2023. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

WPWealth held 414 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $216K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new WPWealth position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of WPWealth's portfolio in Q2 2026, its #98 holding.
WPWealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 9 quarters since.
WPWealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $541K in Q4 2023.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.