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

Capital Advisors 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
Q3 		$373K Buy
733
+1
+0.1% +$526 0.04% 167
2026
Q2 		$383K Buy
+732
New +$366K 0.04% 165

Other funds holding DIA

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Capital Advisors Wealth Management's DIA Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.14% in Q3 2026, buying an estimated $526 and bringing the position to 733 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #167.

Capital Advisors Wealth Management first reported a position in DIA in Q2 2026 and has held it in 2 quarters since. The position peaked at $383K in Q2 2026. 79 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Capital Advisors Wealth Management held 733 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $373K as of Q3 2026.
  • Capital Advisors Wealth Management bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q3 2026, an estimated $526.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Capital Advisors Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026 and has held it in 2 quarters since.
  • Capital Advisors Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $383K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.