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

Avidian Wealth Enterprises’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
2021
Q1 		– Sell
-80,000
Closed -$211K – 374
2020
Q4 		$211K Buy
+80,000
New +$23.3M 0.02% 293

Other funds holding DIA

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

Avidian Wealth Enterprises's DIA Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.18% in Q2 2026, selling an estimated $499 and leaving 560 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #605.

Avidian Wealth Enterprises first reported a position in DIA in Q3 2019 and has held it in 19 quarters since. The position peaked at $4.23M in Q4 2019. 788 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Avidian Wealth Enterprises held 560 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $292K as of Q2 2026.
  • Avidian Wealth Enterprises sold 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #605 holding.
  • Avidian Wealth Enterprises first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.23M in Q4 2019.
  • 788 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.