AM Investment Strategies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

AM Investment Strategies’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	$987K	Hold	1,890	–	–	0.19%	51
2026 Q1	$875K	Buy	1,890 +1	+0.1%	+$484	0.19%	56
2025 Q4	$908K	Buy	1,889 +1	+0.1%	+$473	0.19%	57
2025 Q3	$876K	Hold	1,888	–	–	0.19%	59
2025 Q2	$831K	Buy	1,888 +259	+16%	+$107K	0.2%	57
2025 Q1	$684K	Buy	1,629 +358	+28%	+$155K	0.17%	61
2024 Q4	$541K	Buy	1,271 +1	+0.1%	+$433	0.13%	68
2024 Q3	$538K	Buy	1,270 +310	+32%	+$126K	0.13%	64
2024 Q2	$376K	Hold	960	–	–	0.09%	78
2024 Q1	$382K	Hold	960	–	–	0.1%	80
2023 Q4	$362K	Buy	960 +1	+0.1%	+$349	0.1%	77
2023 Q3	$321K	Hold	959	–	–	0.1%	71
2023 Q2	$330K	Buy	959 +1	+0.1%	+$337	0.1%	71
2023 Q1	$319K	Buy	958 +158	+20%	+$52.5K	0.11%	70
2022 Q4	$265K	Buy	+800	New	+$260K	0.09%	76

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

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

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

AM Investment Strategies's DIA Position: Q2 2026 in Review

AM Investment Strategies held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,890 shares worth $987K. The position accounts for 0.19% of the portfolio, ranked #51.

AM Investment Strategies first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. 568 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

AM Investment Strategies held 1,890 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $987K as of Q2 2026.
AM Investment Strategies left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.19% of AM Investment Strategies's portfolio in Q2 2026, its #51 holding.
AM Investment Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
568 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.