Activest Wealth Management
DIA icon

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

Activest 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 		$602K Buy
1,183
+58
+5% +$30.5K 0.11% 63
2026
Q2 		$588K Sell
1,125
-74
-6% -$37K 0.11% 67
2026
Q1 		$555K Sell
1,199
-1,474
-55% -$714K 0.1% 86
2025
Q4 		$1.28M Buy
2,673
+191
+8% +$90.4K 0.24% 45
2025
Q3 		$1.15M Buy
2,482
+951
+62% +$429K 0.23% 46
2025
Q2 		$675K Sell
1,531
-261
-15% -$108K 0.16% 56
2025
Q1 		$753K Buy
1,792
+116
+7% +$50.2K 0.2% 54
2024
Q4 		$713K Buy
1,676
+276
+20% +$119K 0.2% 54
2024
Q3 		$593K Sell
1,400
-877
-39% -$356K 0.18% 54
2024
Q2 		$890K Buy
2,277
+1,718
+307% +$667K 0.29% 41
2024
Q1 		$223K Buy
559
+1
+0.2% +$385 0.11% 57
2023
Q4 		$210K Buy
558
+1
+0.2% +$349 0.12% 44
2023
Q3 		$187K Buy
557
+101
+22% +$35K 0.11% 43
2023
Q2 		$103K Buy
456
+166
+57% +$55.9K 0.07% 39
2023
Q1 		$95.3K Sell
290
-15,862
-98% -$5.27M 0.06% 57
2022
Q4 		$5.35M Buy
16,152
+680
+4% +$221K 1.58% 9
2022
Q3 		$4.44M Buy
15,472
+14,801
+2,206% +$4.71M 1.44% 10
2022
Q2 		$207K Buy
671
+215
+47% +$70.3K 0.15% 45
2022
Q1 		$158K Sell
456
-579
-56% -$201K 0.1% 52
2021
Q4 		$376K Sell
1,035
-318
-24% -$113K 0.23% 46
2021
Q3 		$458K Buy
1,353
+729
+117% +$255K 0.3% 39
2021
Q2 		$215K Sell
624
-607
-49% -$207K 0.16% 46
2021
Q1 		$406K Buy
+1,231
New +$389K 0.33% 32

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Activest Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.2% in Q3 2026, buying an estimated $30.5K and bringing the position to 1,183 shares worth $602K. The position accounts for 0.11% of the portfolio, ranked #63.

Activest Wealth Management first reported a position in DIA in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.35M in Q4 2022. 907 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Activest Wealth Management held 1,183 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $602K as of Q3 2026.
  • Activest Wealth Management bought 58 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $30.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Activest Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Activest Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 23 quarters since.
  • Activest Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.35M in Q4 2022.
  • 907 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.