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

Centurion 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	$419K	Hold	824	–	–	0.1%	172
2026 Q2	$431K	Sell	824 -755	-48%	-$377K	0.1%	175
2026 Q1	$732K	Hold	1,579	–	–	0.16%	116
2025 Q4	$759K	Sell	1,579 -99	-6%	-$46.8K	0.17%	108
2025 Q3	$778K	Buy	1,678 +82	+5%	+$37K	0.18%	107
2025 Q2	$703K	Buy	1,596 +1,097	+220%	+$455K	0.2%	88
2025 Q1	$212K	Hold	499	–	–	0.07%	202
2024 Q4	$212K	Hold	499	–	–	0.07%	202
2024 Q3	$211K	Buy	+499	New	+$203K	0.07%	200

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

Centurion Wealth Management's DIA Position: Q3 2026 in Review

Centurion Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 824 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #172.

Centurion Wealth Management first reported a position in DIA in Q3 2024 and has held it in 9 quarters since. The position peaked at $778K in Q3 2025. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Centurion Wealth Management held 824 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $419K as of Q3 2026.
Centurion Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Centurion Wealth Management's portfolio in Q3 2026, its #172 holding.
Centurion Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 9 quarters since.
Centurion Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $778K in Q3 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

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