4Wealth Advisors
DIA icon

4Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

4Wealth 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
Q3 		$2.07M Buy
4,040
+3,301
+447% +$1.74M 1.43% 17
2026
Q2 		$386K Buy
739
+125
+20% +$62.4K 0.3% 100
2026
Q1 		$277K Buy
614
+101
+20% +$48.9K 0.24% 115
2025
Q4 		$247K Sell
513
-44
-8% -$20.8K 0.21% 128
2025
Q3 		$258K Buy
+557
New +$251K 0.23% 121

Other funds holding DIA

Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

4Wealth Advisors's DIA Position: Q3 2026 in Review

4Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 447% in Q3 2026, buying an estimated $1.74M and bringing the position to 4,040 shares worth $2.07M. The position accounts for 1.43% of the portfolio, ranked #17.

4Wealth Advisors first reported a position in DIA in Q3 2025 and has held it in 5 quarters since. 658 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • 4Wealth Advisors held 4,040 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.07M as of Q3 2026.
  • 4Wealth Advisors bought 3,301 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.74M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.43% of 4Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • 4Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 5 quarters since.
  • 658 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.