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

ABLE Financial 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 Q3	$252K	Hold	495	–	–	0.04%	203
2026 Q2	$259K	Hold	495	–	–	0.04%	197
2026 Q1	$229K	Hold	495	–	–	0.04%	190
2025 Q4	$238K	Hold	495	–	–	0.05%	188
2025 Q3	$230K	Sell	495 -12	-2%	-$5.41K	0.05%	190
2025 Q2	$223K	Sell	507 -16	-3%	-$6.64K	0.05%	191
2025 Q1	$220K	Buy	523 +16	+3%	+$6.92K	0.06%	184
2024 Q4	$216K	Sell	507 -66	-12%	-$28.6K	0.06%	184
2024 Q3	$242K	Buy	+573	New	+$233K	0.07%	165

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

ABLE Financial Group's DIA Position: Q3 2026 in Review

ABLE Financial Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 495 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #203.

ABLE Financial Group first reported a position in DIA in Q3 2024 and has held it in 9 quarters since. The position peaked at $259K in Q2 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

ABLE Financial Group held 495 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $252K as of Q3 2026.
ABLE Financial Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of ABLE Financial Group's portfolio in Q3 2026, its #203 holding.
ABLE Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 9 quarters since.
ABLE Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $259K in Q2 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.