Aspect Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Aspect Partners’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	$147K	Buy	290 +1	+0.3%	+$526	0.06%	93
2026 Q2	$151K	Buy	289 +10	+4%	+$4.99K	0.06%	93
2026 Q1	$129K	Buy	279 +1	+0.4%	+$484	0.05%	93
2025 Q4	$133K	Buy	278 +1	+0.4%	+$473	0.06%	93
2025 Q3	$128K	Buy	277 +1	+0.4%	+$451	0.06%	96
2025 Q2	$121K	Buy	276 +1	+0.4%	+$415	0.06%	100
2025 Q1	$115K	Buy	275 +2	+0.7%	+$865	0.07%	89
2024 Q4	$116K	Buy	273 +1	+0.4%	+$433	0.07%	89
2024 Q3	$115K	Buy	272 +1	+0.4%	+$406	0.06%	84
2024 Q2	$106K	Buy	271 +1	+0.4%	+$388	0.06%	89
2024 Q1	$107K	Buy	270 +1	+0.4%	+$385	0.08%	86
2023 Q4	$101K	Buy	+269	New	+$94K	0.07%	85

Other funds holding DIA

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

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Aspect Partners's DIA Position: Q3 2026 in Review

Aspect Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.35% in Q3 2026, buying an estimated $526 and bringing the position to 290 shares worth $147K. The position accounts for 0.06% of the portfolio, ranked #93.

Aspect Partners first reported a position in DIA in Q4 2023 and has held it in 12 quarters since. The position peaked at $151K in Q2 2026. 444 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Aspect Partners held 290 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $147K as of Q3 2026.
Aspect Partners bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q3 2026, an estimated $526.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Aspect Partners's portfolio in Q3 2026, its #93 holding.
Aspect Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $151K in Q2 2026.
444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.