Apella Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Apella Capital’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	$1.51M	Sell	2,963 -473	-14%	-$249K	0.02%	317
2026 Q2	$1.82M	Sell	3,436 -40	-1%	-$20K	0.03%	278
2026 Q1	$1.72M	Buy	3,476 +575	+20%	+$279K	0.03%	279
2025 Q4	$1.39M	Buy	2,901 +80	+3%	+$37.8K	0.03%	242
2025 Q3	$1.3M	Buy	2,821 +16	+0.6%	+$7.21K	0.03%	220
2025 Q2	$1.25M	Buy	2,805 +1,823	+186%	+$756K	0.03%	200
2025 Q1	$399K	Buy	982 +102	+12%	+$44.1K	0.01%	274
2024 Q4	$374K	Buy	880 +47	+6%	+$20.3K	0.01%	255
2024 Q3	$351K	Hold	833	–	–	0.01%	251
2024 Q2	$327K	Hold	833	–	–	0.01%	249
2024 Q1	$324K	Hold	833	–	–	0.02%	235
2023 Q4	$312K	Hold	833	–	–	0.02%	236
2023 Q3	$279K	Hold	833	–	–	0.02%	226
2023 Q2	$286K	Buy	+833	New	+$280K	0.02%	217
2022 Q4	$365K	Buy	1,101 +51	+5%	+$16.6K	0.03%	173
2022 Q3	$302K	Hold	1,050	–	–	0.04%	173
2022 Q2	$323K	Buy	1,050 +447	+74%	+$146K	0.04%	173
2022 Q1	$209K	Buy	+603	New	+$209K	0.03%	199

Other funds holding DIA

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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Apella Capital's DIA Position: Q3 2026 in Review

Apella Capital reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 14% in Q3 2026, selling an estimated $249K and leaving 2,963 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #317.

Apella Capital first reported a position in DIA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.82M in Q2 2026. 596 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Apella Capital held 2,963 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.51M as of Q3 2026.
Apella Capital sold 473 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $249K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Apella Capital's portfolio in Q3 2026, its #317 holding.
Apella Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 18 quarters since.
Apella Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.82M in Q2 2026.
596 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.