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Central Valley Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Central Valley Advisors’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 		– Sell
-395
Closed -$206K – 169
2026
Q2 		$206K Buy
+395
New +$197K 0.05% 188

Other funds holding DIA

IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Central Valley Advisors's DIA Position: Q3 2026 in Review

Central Valley Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026, closing a stake of 395 shares — an estimated $206K sold.

Central Valley Advisors first reported a position in DIA in Q2 2026 and held it in 1 quarter. The position peaked at $206K in Q2 2026. 857 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Central Valley Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2026 after selling out during the quarter.
  • Central Valley Advisors sold 395 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $206K.
  • Central Valley Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026 and held it in 1 quarter.
  • Central Valley Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $206K in Q2 2026.
  • 857 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.