Commonwealth Financial Services
DIA icon

Commonwealth Financial Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Commonwealth Financial Services’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 		$270K Hold
532
– – 0.05% 195
2026
Q2 		$278K Hold
532
– – 0.04% 226
2026
Q1 		$246K Sell
532
-28
-5% -$13.6K 0.04% 216
2025
Q4 		$269K Hold
560
– – 0.04% 183
2025
Q3 		$260K Hold
560
– – 0.04% 185
2025
Q2 		$247K Sell
560
-49
-8% -$20.3K 0.05% 181
2025
Q1 		$256K Sell
609
-7
-1% -$3.03K 0.05% 165
2024
Q4 		$262K Hold
616
– – 0.05% 161
2024
Q3 		$259K Sell
616
-10
-2% -$4.06K 0.05% 166
2024
Q2 		$246K Sell
626
-15
-2% -$5.82K 0.05% 165
2024
Q1 		$241K Hold
641
– – 0.06% 162
2023
Q4 		$241K Sell
641
-11
-2% -$3.84K 0.06% 162
2023
Q3 		$218K Buy
+652
New +$226K 0.07% 167
2017
Q1 		$49K Sell
239
-306
-56% -$62.4K 0.05% 101
2016
Q4 		$108K Buy
545
+296
+119% +$55.8K 0.11% 67
2016
Q3 		$46K Sell
249
-14,491
-98% -$2.66M 0.04% 83
2016
Q2 		$2.64M Sell
14,740
-923
-6% -$164K 3.11% 10
2016
Q1 		$2.77M Buy
15,663
+13,670
+686% +$2.28M 4.1% 3
2015
Q4 		$347K Buy
1,993
+1,666
+509% +$291K 1.18% 28
2015
Q3 		$53K Sell
327
-61
-16% -$10.4K 0.06% 74
2015
Q2 		$68K Sell
388
-65,356
-99% -$11.8M 0.07% 79
2015
Q1 		$11.7M Sell
65,744
-9,658
-13% -$1.72M 10.27% 3
2014
Q4 		$13.4M Buy
+75,402
New +$13.1M 12.02% 3

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

Commonwealth Financial Services's DIA Position: Q3 2026 in Review

Commonwealth Financial Services held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 532 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #195.

Commonwealth Financial Services first reported a position in DIA in Q4 2014 and has held it in 23 quarters since. The position peaked at $13.4M in Q4 2014. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Commonwealth Financial Services held 532 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $270K as of Q3 2026.
  • Commonwealth Financial Services 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 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #195 holding.
  • Commonwealth Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $13.4M in Q4 2014.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.