Advus Financial Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Advus Financial Partners’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	$211K	Buy	414 +2	+0.5%	+$1.05K	0.06%	142
2026 Q2	$216K	Buy	+412	New	+$206K	0.06%	137

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Advus Financial Partners's DIA Position: Q3 2026 in Review

Advus Financial Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.49% in Q3 2026, buying an estimated $1.05K and bringing the position to 414 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #142.

Advus Financial Partners first reported a position in DIA in Q2 2026 and has held it in 2 quarters since. The position peaked at $216K in Q2 2026. 1,028 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Advus Financial Partners held 414 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $211K as of Q3 2026.
Advus Financial Partners bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.05K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Advus Financial Partners's portfolio in Q3 2026, its #142 holding.
Advus Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026 and has held it in 2 quarters since.
Advus Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $216K in Q2 2026.
1,028 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.