Cherry Tree Wealth Management
DIA icon

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

Cherry Tree 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 		$229K Hold
450
– – 0.04% 154
2026
Q2 		$235K Hold
450
– – 0.04% 152
2026
Q1 		$208K Hold
450
– – 0.04% 160
2025
Q4 		$216K Hold
450
– – 0.05% 160
2025
Q3 		$209K Hold
450
– – 0.05% 161
2025
Q2 		$198K Hold
450
– – 0.05% 159
2025
Q1 		$189K Buy
450
+288
+178% +$125K 0.05% 162
2024
Q4 		$68.9K Sell
162
-84
-34% -$36.4K 0.02% 234
2024
Q3 		$104K Buy
246
+84
+52% +$34.1K 0.02% 209
2024
Q2 		$63.4K Hold
162
– – 0.02% 241
2024
Q1 		$64.4K Hold
162
– – 0.02% 238
2023
Q4 		$61.1K Hold
162
– – 0.02% 228
2023
Q3 		$54.3K Hold
162
– – 0.02% 225
2023
Q2 		$55.7K Buy
+162
New +$54.5K 0.02% 223

Other funds holding DIA

Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 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
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Clarity Wealth Advisors
Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Cherry Tree Wealth Management's DIA Position: Q3 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 450 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #154.

Cherry Tree Wealth Management first reported a position in DIA in Q2 2023 and has held it in 14 quarters since. The position peaked at $235K in Q2 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Cherry Tree Wealth Management held 450 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $229K as of Q3 2026.
  • Cherry Tree 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 0.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $235K in Q2 2026.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.