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

BLVD Private Wealth’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	$2.28M	Sell	4,482 -117	-3%	-$61.6K	1.7%	16
2026 Q2	$2.4M	Sell	4,599 -58	-1%	-$29K	1.79%	13
2026 Q1	$2.16M	Sell	4,657 -597	-11%	-$289K	1.87%	13
2025 Q4	$2.52M	Sell	5,254 -113	-2%	-$53.5K	2.2%	11
2025 Q3	$2.49M	Sell	5,367 -75	-1%	-$33.8K	2.14%	11
2025 Q2	$2.4M	Buy	+5,442	New	+$2.26M	2.26%	9

Other funds holding DIA

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

SDAM

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

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BLVD Private Wealth's DIA Position: Q3 2026 in Review

BLVD Private Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.5% in Q3 2026, selling an estimated $61.6K and leaving 4,482 shares worth $2.28M. The position accounts for 1.7% of the portfolio, ranked #16.

BLVD Private Wealth first reported a position in DIA in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.52M in Q4 2025. 316 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

BLVD Private Wealth held 4,482 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.28M as of Q3 2026.
BLVD Private Wealth sold 117 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $61.6K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.7% of BLVD Private Wealth's portfolio in Q3 2026, its #16 holding.
BLVD Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 6 quarters since.
BLVD Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.52M in Q4 2025.
316 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.