Beacon Financial Advisory
DIA icon

Beacon Financial Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Beacon Financial Advisory’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 		$204K Sell
401
-62
-13% -$32.6K 0.04% 415
2026
Q2 		$242K Buy
463
+30
+7% +$15K 0.05% 379
2026
Q1 		$201K Buy
+433
New +$210K 0.05% 396

Other funds holding DIA

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Financial Advisory's DIA Position: Q3 2026 in Review

Beacon Financial Advisory reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 13% in Q3 2026, selling an estimated $32.6K and leaving 401 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #415.

Beacon Financial Advisory first reported a position in DIA in Q1 2026 and has held it in 3 quarters since. The position peaked at $242K in Q2 2026. 809 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Beacon Financial Advisory held 401 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $204K as of Q3 2026.
  • Beacon Financial Advisory sold 62 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $32.6K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Beacon Financial Advisory's portfolio in Q3 2026, its #415 holding.
  • Beacon Financial Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2026 and has held it in 3 quarters since.
  • Beacon Financial Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $242K in Q2 2026.
  • 809 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.