4A
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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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

4Wealth Advisors's DIA Position: Q2 2026 in Review

4Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 20% in Q2 2026, buying an estimated $62.4K and bringing the position to 739 shares worth $386K. The position accounts for 0.3% of the portfolio, ranked #100.

4Wealth Advisors first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • 4Wealth Advisors held 739 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $386K as of Q2 2026.
  • 4Wealth Advisors bought 125 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $62.4K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.3% of 4Wealth Advisors's portfolio in Q2 2026, its #100 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 4 quarters since.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.