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 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%	+$90.3K	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	$4.45M	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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 Charlotte, North Carolina $83.7B AUM 27.22% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

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

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

Activest Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.2% in Q2 2026, selling an estimated $37K and leaving 1,125 shares worth $588K. The position accounts for 0.11% of the portfolio, ranked #67.

Activest Wealth Management first reported a position in DIA in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.35M in Q4 2022. 584 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Activest Wealth Management held 1,125 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $588K as of Q2 2026.
Activest Wealth Management sold 74 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $37K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Activest Wealth Management's portfolio in Q2 2026, its #67 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 22 quarters since.
Activest Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.35M in Q4 2022.
584 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.