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

Adamsbrown Wealth Consultants’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	$215K	Buy	+412	New	+$206K	0.04%	161
2025 Q2	–	Sell	-557	Closed	-$234K	–	111
2025 Q1	$234K	Hold	557	–	–	0.07%	87
2024 Q4	$237K	Hold	557	–	–	0.08%	88
2024 Q3	$236K	Hold	557	–	–	0.08%	79
2024 Q2	$218K	Hold	557	–	–	0.08%	78
2024 Q1	$221K	Hold	557	–	–	0.09%	73
2023 Q4	$210K	Buy	+557	New	+$195K	0.09%	77
2022 Q3	–	Sell	-764	Closed	-$235K	–	78
2022 Q2	$235K	Hold	764	–	–	0.19%	73
2022 Q1	$265K	Hold	764	–	–	0.21%	71
2021 Q4	$278K	Buy	+764	New	+$271K	0.25%	64

Other funds holding DIA

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 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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Adamsbrown Wealth Consultants's DIA Position: Q2 2026 in Review

Adamsbrown Wealth Consultants opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 412 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings. This is a return to the name: Adamsbrown Wealth Consultants previously reported a position in DIA as recently as Q1 2025.

Adamsbrown Wealth Consultants first reported a position in DIA in Q4 2021 and has held it in 10 quarters since. The position peaked at $278K in Q4 2021. 278 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Adamsbrown Wealth Consultants held 412 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $215K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Adamsbrown Wealth Consultants position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #161 holding.
Adamsbrown Wealth Consultants first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 10 quarters since.
Adamsbrown Wealth Consultants's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $278K in Q4 2021.
278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.