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

Clarity Wealth 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
Q2 		$23.7M Buy
45,279
+1,567
+4% +$783K 4.17% 6
2026
Q1 		$20.2M Buy
43,712
+2,605
+6% +$1.26M 4.16% 6
2025
Q4 		$19.8M Buy
41,107
+1,931
+5% +$913K 4.03% 6
2025
Q3 		$18.2M Buy
39,176
+2,168
+6% +$977K 4% 6
2025
Q2 		$16.3M Buy
37,008
+2,535
+7% +$1.05M 4.02% 6
2025
Q1 		$14.5M Buy
34,473
+3,089
+10% +$1.34M 4.01% 7
2024
Q4 		$13.4M Buy
31,384
+3,278
+12% +$1.42M 3.64% 7
2024
Q3 		$11.9M Buy
28,106
+3,067
+12% +$1.25M 3.46% 8
2024
Q2 		$9.79M Buy
25,039
+1,706
+7% +$662K 3.17% 8
2024
Q1 		$9.28M Buy
23,333
+3,396
+17% +$1.31M 3.14% 9
2023
Q4 		$7.51M Buy
19,937
+7,003
+54% +$2.45M 2.84% 10
2023
Q3 		$4.33M Buy
12,934
+2,117
+20% +$734K 1.97% 16
2023
Q2 		$3.72M Buy
10,817
+1,937
+22% +$652K 1.67% 20
2023
Q1 		$2.95M Buy
8,880
+2,444
+38% +$812K 1.51% 20
2022
Q4 		$2.13M Buy
6,436
+2,532
+65% +$823K 1.23% 21
2022
Q3 		$1.12M Buy
3,904
+675
+21% +$215K 0.68% 30
2022
Q2 		$993K Buy
3,229
+514
+19% +$168K 0.57% 31
2022
Q1 		$941K Buy
2,715
+259
+11% +$89.8K 0.45% 33
2021
Q4 		$892K Buy
2,456
+311
+14% +$110K 0.41% 35
2021
Q3 		$725K Buy
2,145
+329
+18% +$115K 0.36% 40
2021
Q2 		$626K Buy
1,816
+432
+31% +$147K 0.33% 42
2021
Q1 		$456K Buy
1,384
+203
+17% +$64.1K 0.26% 47
2020
Q4 		$361K Sell
1,181
-39
-3% -$11.4K 0.22% 48
2020
Q3 		$338K Buy
1,220
+222
+22% +$60.6K 0.24% 49
2020
Q2 		$257K Buy
+998
New +$245K 0.2% 58
2020
Q1 		– Sell
-848
Closed -$241K – 59
2019
Q4 		$241K Buy
+848
New +$234K 0.2% 57

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Clarity Wealth Advisors's DIA Position: Q2 2026 in Review

Clarity Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.6% in Q2 2026, buying an estimated $783K and bringing the position to 45,279 shares worth $23.7M. The position accounts for 4.17% of the portfolio, ranked #6.

Clarity Wealth Advisors first reported a position in DIA in Q4 2019 and has held it in 26 quarters since. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Clarity Wealth Advisors held 45,279 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $23.7M as of Q2 2026.
  • Clarity Wealth Advisors bought 1,567 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $783K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 4.17% of Clarity Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Clarity Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.