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

Centennial Wealth Advisory’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	$413K	Sell	811 -17	-2%	-$8.95K	0.09%	140
2026 Q2	$433K	Sell	828 -19	-2%	-$9.49K	0.09%	134
2026 Q1	$392K	Buy	847 +281	+50%	+$136K	0.1%	119
2025 Q4	$272K	Buy	566 +59	+12%	+$27.9K	0.07%	142
2025 Q3	$235K	Buy	507 +22	+5%	+$9.9K	0.07%	146
2025 Q2	$214K	Sell	485 -6	-1%	-$2.49K	0.07%	144
2025 Q1	$206K	Sell	491 -31	-6%	-$13.4K	0.07%	143
2024 Q4	$222K	Buy	522 +34	+7%	+$14.7K	0.09%	135
2024 Q3	$207K	Buy	+488	New	+$198K	0.08%	141
2021 Q3	–	Sell	-1,955	Closed	-$674K	–	83
2021 Q2	$674K	Buy	1,955 +70	+4%	+$23.9K	0.42%	42
2021 Q1	$622K	Buy	1,885 +692	+58%	+$218K	0.41%	54
2020 Q4	$365K	Buy	+1,193	New	+$347K	0.26%	62

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

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

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Centennial Wealth Advisory's DIA Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.1% in Q3 2026, selling an estimated $8.95K and leaving 811 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #140.

Centennial Wealth Advisory first reported a position in DIA in Q4 2020 and has held it in 12 quarters since. The position peaked at $674K in Q2 2021. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Centennial Wealth Advisory held 811 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $413K as of Q3 2026.
Centennial Wealth Advisory sold 17 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $8.95K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of Centennial Wealth Advisory's portfolio in Q3 2026, its #140 holding.
Centennial Wealth Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 12 quarters since.
Centennial Wealth Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $674K in Q2 2021.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.