Blue Trust Inc
DIA icon

Blue Trust Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Blue Trust Inc’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 		$433K Buy
852
+130
+18% +$68.4K ﹤0.01% 523
2026
Q2 		$377K Sell
722
-26
-3% -$13K ﹤0.01% 567
2026
Q1 		$347K Hold
748
– – ﹤0.01% 599
2025
Q4 		$359K Sell
748
-40
-5% -$18.9K ﹤0.01% 594
2025
Q3 		$365K Buy
788
+67
+9% +$30.2K ﹤0.01% 603
2025
Q2 		$318K Buy
721
+20
+3% +$8.3K ﹤0.01% 613
2025
Q1 		$294K Buy
701
+166
+31% +$71.8K ﹤0.01% 573
2024
Q4 		$228K Sell
535
-252
-32% -$109K ﹤0.01% 597
2024
Q3 		$308K Buy
787
+305
+63% +$124K ﹤0.01% 661
2024
Q2 		$192K Hold
482
– – ﹤0.01% 730
2024
Q1 		$192K Buy
482
+24
+5% +$9.25K ﹤0.01% 523
2023
Q4 		$153K Sell
458
-467
-50% -$163K ﹤0.01% 535
2023
Q3 		$318K Hold
925
– – ﹤0.01% 331
2023
Q2 		$308K Hold
925
– – ﹤0.01% 303
2023
Q1 		$306K Hold
925
– – 0.01% 400
2022
Q4 		$266K Hold
925
– – ﹤0.01% 380
2022
Q3 		$285K Sell
925
-26
-3% -$8.26K 0.01% 284
2022
Q2 		$330K Buy
+951
New +$311K 0.01% 246

Other funds holding DIA

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
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
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Blue Trust Inc's DIA Position: Q3 2026 in Review

Blue Trust Inc increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 18% in Q3 2026, buying an estimated $68.4K and bringing the position to 852 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Blue Trust Inc first reported a position in DIA in Q2 2022 and has held it in 18 quarters since. 527 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Blue Trust Inc held 852 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $433K as of Q3 2026.
  • Blue Trust Inc bought 130 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $68.4K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #523 holding.
  • Blue Trust Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 18 quarters since.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.