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

Amplius Wealth Advisors’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 		$12.7M Sell
24,876
-1,065
-4% -$561K 0.87% 29
2026
Q2 		$13.6M Sell
25,941
-375
-1% -$187K 0.99% 22
2026
Q1 		$12.2M Buy
26,316
+1,147
+5% +$556K 1.02% 22
2025
Q4 		$12.1M Sell
25,169
-362
-1% -$171K 1.01% 22
2025
Q3 		$11.8M Sell
25,531
-2,284
-8% -$1.03M 1.02% 22
2025
Q2 		$12.3M Sell
27,815
-2,168
-7% -$900K 1.14% 24
2025
Q1 		$12.6M Buy
29,983
+76
+0.3% +$32.9K 1.31% 24
2024
Q4 		$12.7M Buy
29,907
+1,397
+5% +$605K 1.3% 25
2024
Q3 		$12.1M Buy
28,510
+215
+0.8% +$87.3K 1.32% 24
2024
Q2 		$11.1M Sell
28,295
-1,602
-5% -$622K 1.23% 26
2024
Q1 		$11.9M Sell
29,897
-1,223
-4% -$471K 1.33% 22
2023
Q4 		$11.7M Sell
31,120
-1,111
-3% -$388K 1.42% 24
2023
Q3 		$10.8M Sell
32,231
-566
-2% -$196K 1.45% 23
2023
Q2 		$11.3M Sell
32,797
-1,719
-5% -$579K 1.52% 18
2023
Q1 		$11.5M Buy
34,516
+629
+2% +$209K 1.65% 16
2022
Q4 		$11.2M Sell
33,887
-85,566
-72% -$27.8M 1.79% 17
2022
Q3 		$34.3M Buy
119,453
+13,736
+13% +$4.37M 6.14% 2
2022
Q2 		$32.5M Buy
105,717
+36,662
+53% +$12M 5.26% 3
2022
Q1 		$24M Buy
69,055
+44,729
+184% +$15.5M 3.68% 8
2021
Q4 		$8.84M Buy
+24,326
New +$8.64M 1.22% 23

Other funds holding DIA

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
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Amplius Wealth Advisors's DIA Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.1% in Q3 2026, selling an estimated $561K and leaving 24,876 shares worth $12.7M. The position accounts for 0.87% of the portfolio, ranked #29.

Amplius Wealth Advisors first reported a position in DIA in Q4 2021 and has held it in 20 quarters since. The position peaked at $34.3M in Q3 2022. 570 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Amplius Wealth Advisors held 24,876 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $12.7M as of Q3 2026.
  • Amplius Wealth Advisors sold 1,065 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $561K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.87% of Amplius Wealth Advisors's portfolio in Q3 2026, its #29 holding.
  • Amplius Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $34.3M in Q3 2022.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.