Ashton Thomas Private Wealth
DIA icon

Ashton Thomas Private Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ashton Thomas Private Wealth’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 		$3.1M Sell
6,094
-1,820
-23% -$958K 0.06% 298
2026
Q2 		$4.13M Buy
7,914
+366
+5% +$183K 0.09% 236
2026
Q1 		$3.5M Buy
7,548
+506
+7% +$245K 0.08% 250
2025
Q4 		$3.39M Buy
7,042
+1,639
+30% +$775K 0.08% 236
2025
Q3 		$2.51M Buy
5,403
+1,742
+48% +$785K 0.07% 285
2025
Q2 		$1.62M Sell
3,661
-261
-7% -$108K 0.06% 318
2025
Q1 		$1.65M Buy
3,922
+106
+3% +$45.8K 0.06% 286
2024
Q4 		$1.63M Buy
3,816
+566
+17% +$245K 0.06% 302
2024
Q3 		$1.38M Hold
3,250
– – 0.07% 263
2024
Q2 		$1.27M Hold
3,250
– – 0.07% 267
2024
Q1 		$1.29M Hold
3,250
– – 0.07% 265
2023
Q4 		$1.22M Sell
3,250
-72
-2% -$25.2K 0.08% 266
2023
Q3 		$1.11M Sell
3,322
-365
-10% -$127K 0.08% 262
2023
Q2 		$1.27M Sell
3,687
-21,842
-86% -$7.35M 0.1% 223
2023
Q1 		$8.49M Buy
25,529
+22,440
+726% +$7.46M 0.74% 22
2022
Q4 		$1.02M Buy
3,089
+89
+3% +$28.9K 0.1% 231
2022
Q3 		$862K Hold
3,000
– – 0.1% 232
2022
Q2 		$923K Hold
3,000
– – 0.1% 227
2022
Q1 		$1.04M Hold
3,000
– – 0.09% 244
2021
Q4 		$1.09M Hold
3,000
– – 0.11% 219
2021
Q3 		$1.01M Buy
+3,000
New +$1.05M 0.15% 158
2020
Q4 		– Sell
-30,111
Closed -$8.36M – 302
2020
Q3 		$8.36M Buy
+30,111
New +$8.23M 2.1% 5

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ashton Thomas Private Wealth's DIA Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 23% in Q3 2026, selling an estimated $958K and leaving 6,094 shares worth $3.1M. The position accounts for 0.06% of the portfolio, ranked #298.

Ashton Thomas Private Wealth first reported a position in DIA in Q3 2020 and has held it in 22 quarters since. The position peaked at $8.49M in Q1 2023. 907 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Ashton Thomas Private Wealth held 6,094 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.1M as of Q3 2026.
  • Ashton Thomas Private Wealth sold 1,820 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $958K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #298 holding.
  • Ashton Thomas Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 22 quarters since.
  • Ashton Thomas Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.49M in Q1 2023.
  • 907 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.