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

Armbruster Capital Management’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 		$482K Hold
923
– – 0.07% 89
2026
Q1 		$428K Hold
923
– – 0.07% 97
2025
Q4 		$444K Sell
923
-4,145
-82% -$1.96M 0.07% 96
2025
Q3 		$2.35M Sell
5,068
-7,380
-59% -$3.33M 0.4% 39
2025
Q2 		$5.49M Sell
12,448
-4,275
-26% -$1.77M 0.99% 25
2025
Q1 		$7.02M Hold
16,723
– – 1.4% 18
2024
Q4 		$7.12M Sell
16,723
-2,709
-14% -$1.17M 1.45% 19
2024
Q3 		$8.22M Buy
19,432
+9
+0% +$3.66K 1.64% 18
2024
Q2 		$7.6M Sell
19,423
-450
-2% -$175K 1.58% 19
2024
Q1 		$7.9M Sell
19,873
-425
-2% -$164K 1.68% 17
2023
Q4 		$7.65M Buy
20,298
+3,400
+20% +$1.19M 1.74% 17
2023
Q3 		$5.66M Hold
16,898
– – 1.43% 19
2023
Q2 		$5.81M Buy
16,898
+100
+0.6% +$33.7K 1.43% 20
2023
Q1 		$5.59M Hold
16,798
– – 1.43% 20
2022
Q4 		$5.57M Sell
16,798
-300
-2% -$97.5K 1.44% 19
2022
Q3 		$4.91M Buy
17,098
+15,900
+1,327% +$5.05M 1.4% 19
2022
Q2 		$369K Sell
1,198
-12,535
-91% -$4.1M 0.1% 83
2022
Q1 		$4.76M Buy
13,733
+2,175
+19% +$754K 1.15% 22
2021
Q4 		$4.2M Buy
11,558
+49
+0.4% +$17.4K 0.96% 29
2021
Q3 		$3.89M Buy
11,509
+151
+1% +$52.7K 1.11% 25
2021
Q2 		$3.92M Buy
11,358
+10,160
+848% +$3.47M 1.11% 26
2021
Q1 		$396K Hold
1,198
– – 0.12% 65
2020
Q4 		$366K Buy
1,198
+128
+12% +$37.3K 0.12% 62
2020
Q3 		$297K Buy
1,070
+50
+5% +$13.7K 0.11% 65
2020
Q2 		$263K Hold
1,020
– – 0.11% 70
2020
Q1 		$224K Buy
1,020
+138
+16% +$36.7K 0.11% 73
2019
Q4 		$251K Buy
882
+75
+9% +$20.7K 0.1% 71
2019
Q3 		$217K Buy
807
+50
+7% +$13.3K 0.09% 71
2019
Q2 		$201K Buy
+757
New +$198K 0.08% 73
2018
Q4 		– Sell
-2,900
Closed -$767K – 70
2018
Q3 		$767K Buy
+2,900
New +$742K 0.34% 35

Other funds holding DIA

AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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
Wealth Enhancement Advisory Services
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Armbruster Capital Management's DIA Position: Q2 2026 in Review

Armbruster Capital Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 923 shares worth $482K. The position accounts for 0.07% of the portfolio, ranked #89.

Armbruster Capital Management first reported a position in DIA in Q3 2018 and has held it in 30 quarters since. The position peaked at $8.22M in Q3 2024. 333 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Armbruster Capital Management held 923 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $482K as of Q2 2026.
  • Armbruster Capital Management 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 0.07% of Armbruster Capital Management's portfolio in Q2 2026, its #89 holding.
  • Armbruster Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 30 quarters since.
  • Armbruster Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.22M in Q3 2024.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.