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

Bridgewealth Advisory Group’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 		$274K Buy
+525
New +$262K 0.05% 109

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Bridgewealth Advisory Group's DIA Position: Q2 2026 in Review

Bridgewealth Advisory Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 525 shares worth $274K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings.

580 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Bridgewealth Advisory Group held 525 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $274K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Bridgewealth Advisory Group position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #109 holding.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.