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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
Q3 		$254K Hold
500
– – 0.07% 53
2026
Q2 		$261K Hold
500
– – 0.08% 57
2026
Q1 		$232K Buy
+500
New +$242K 0.08% 52

Other funds holding DIA

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Act Wealth Management's DIA Position: Q3 2026 in Review

Act Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 500 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #53.

Act Wealth Management first reported a position in DIA in Q1 2026 and has held it in 3 quarters since. The position peaked at $261K in Q2 2026. 79 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Act Wealth Management held 500 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $254K as of Q3 2026.
  • Act Wealth Management 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 0.07% of Act Wealth Management's portfolio in Q3 2026, its #53 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 3 quarters since.
  • Act Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $261K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.