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

BigSur Wealth 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 		$3.23M Hold
6,169
– – 0.78% 36
2026
Q1 		$2.86M Hold
6,169
– – 0.8% 34
2025
Q4 		$2.97M Hold
6,169
– – 0.72% 38
2025
Q3 		$2.87M Buy
6,169
+49
+0.8% +$22.1K 0.7% 39
2025
Q2 		$2.7M Hold
6,120
– – 0.68% 41
2025
Q1 		$2.57M Sell
6,120
-84
-1% -$36.3K 0.7% 39
2024
Q4 		$2.65M Hold
6,204
– – 0.76% 36
2024
Q3 		$2.63M Sell
6,204
-180
-3% -$73.1K 0.73% 41
2024
Q2 		$2.5M Sell
6,384
-500
-7% -$194K 0.77% 38
2024
Q1 		$2.74M Hold
6,884
– – 0.86% 36
2023
Q4 		$2.6M Hold
6,884
– – 1.24% 21
2023
Q3 		$2.31M Hold
6,884
– – 1.17% 21
2023
Q2 		$2.38M Sell
6,884
-6,400
-48% -$2.15M 1.14% 25
2023
Q1 		$4.43M Sell
13,284
-600
-4% -$199K 2.08% 8
2022
Q4 		$4.61M Hold
13,884
– – 2.22% 7
2022
Q3 		$4M Hold
13,884
– – 2.02% 10
2022
Q2 		$4.28M Sell
13,884
-2,500
-15% -$818K 2.02% 9
2022
Q1 		$5.7M Hold
16,384
– – 2.22% 8
2021
Q4 		$5.96M Hold
16,384
– – 2.33% 6
2021
Q3 		$5.55M Sell
16,384
-5,300
-24% -$1.85M 2.49% 6
2021
Q2 		$7.49M Buy
21,684
+2,000
+10% +$683K 3.38% 5
2021
Q1 		$6.5M Buy
19,684
+11,500
+141% +$3.63M 3.34% 5
2020
Q4 		$2.51M Hold
8,184
– – 1.42% 18
2020
Q3 		$2.28M Sell
8,184
-4,666
-36% -$1.27M 1.45% 17
2020
Q2 		$3.32M Hold
12,850
– – 2.38% 7
2020
Q1 		$2.83M Sell
12,850
-100
-0.8% -$26.6K 2.12% 8
2019
Q4 		$3.7M Hold
12,950
– – 2.09% 9
2019
Q3 		$3.49M Hold
12,950
– – 2.35% 6
2019
Q2 		$3.47M Sell
12,950
-2,550
-16% -$666K 2.42% 5
2019
Q1 		$4.03M Hold
15,500
– – 2.65% 5
2018
Q4 		$3.62M Buy
15,500
+100
+0.6% +$25K 2.58% 5
2018
Q3 		$4.08M Hold
15,400
– – 2.55% 5
2018
Q2 		$3.74M Sell
15,400
-200
-1% -$49.1K 2.73% 4
2018
Q1 		$3.77M Hold
15,600
– – 2.69% 4
2017
Q4 		$3.87M Sell
15,600
-500
-3% -$118K 3.84% 3
2017
Q3 		$3.61M Sell
16,100
-100
-0.6% -$21.9K 3.63% 3
2017
Q2 		$3.58M Hold
16,200
– – 3.63% 3
2017
Q1 		$3.4M Sell
16,200
-500
-3% -$102K 3.68% 3
2016
Q4 		$3.31M Buy
+16,700
New +$3.15M 4.42% 3

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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BigSur Wealth Management's DIA Position: Q2 2026 in Review

BigSur Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 6,169 shares worth $3.23M. The position accounts for 0.78% of the portfolio, ranked #36.

BigSur Wealth Management first reported a position in DIA in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.49M in Q2 2021. 395 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • BigSur Wealth Management held 6,169 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.23M as of Q2 2026.
  • BigSur Wealth 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 0.78% of BigSur Wealth Management's portfolio in Q2 2026, its #36 holding.
  • BigSur Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 39 quarters since.
  • BigSur Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7.49M in Q2 2021.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.