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

Act Wealth Management’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 		$261K Hold
500
– – 0.08% 57
2026
Q1 		$232K Buy
+500
New +$242K 0.08% 52

Other funds holding DIA

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Act Wealth Management's DIA Position: Q2 2026 in Review

Act Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 500 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #57.

Act Wealth Management first reported a position in DIA in Q1 2026 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Act Wealth Management held 500 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $261K as of Q2 2026.
  • Act Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Act Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Act Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2026 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.