Consolidated Planning Corp
DIA icon

Consolidated Planning Corp’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Consolidated Planning Corp’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 		$377K Sell
741
-78
-10% -$41.1K 0.05% 131
2026
Q2 		$428K Sell
819
-43
-5% -$21.5K 0.06% 107
2026
Q1 		$399K Hold
862
– – 0.06% 104
2025
Q4 		$414K Buy
862
+43
+5% +$20.3K 0.04% 156
2025
Q3 		$380K Buy
819
+78
+11% +$35.2K 0.04% 153
2025
Q2 		$327K Hold
741
– – 0.04% 155
2025
Q1 		$311K Sell
741
-8
-1% -$3.46K 0.04% 151
2024
Q4 		$319K Hold
749
– – 0.04% 159
2024
Q3 		$317K Sell
749
-413
-36% -$168K 0.05% 157
2024
Q2 		$455K Sell
1,162
-86
-7% -$33.4K 0.08% 117
2024
Q1 		$497K Sell
1,248
-242
-16% -$93.2K 0.08% 109
2023
Q4 		$562K Sell
1,490
-49
-3% -$17.1K 0.1% 103
2023
Q3 		$515K Sell
1,539
-378
-20% -$131K 0.11% 106
2023
Q2 		$659K Buy
+1,917
New +$645K 0.14% 107

Other funds holding DIA

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 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

Consolidated Planning Corp's DIA Position: Q3 2026 in Review

Consolidated Planning Corp reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 9.5% in Q3 2026, selling an estimated $41.1K and leaving 741 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #131.

Consolidated Planning Corp first reported a position in DIA in Q2 2023 and has held it in 14 quarters since. The position peaked at $659K in Q2 2023. 658 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Consolidated Planning Corp held 741 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $377K as of Q3 2026.
  • Consolidated Planning Corp sold 78 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $41.1K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Consolidated Planning Corp's portfolio in Q3 2026, its #131 holding.
  • Consolidated Planning Corp 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.
  • Consolidated Planning Corp's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $659K in Q2 2023.
  • 658 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.