Cooper Financial Group
DIA icon

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

Cooper Financial Group’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 		– Sell
-396
Closed -$207K – 458
2026
Q2 		$207K Buy
+396
New +$198K 0.02% 436
2025
Q2 		– Sell
-837
Closed -$352K – 383
2025
Q1 		$352K Sell
837
-9
-1% -$3.89K 0.05% 289
2024
Q4 		$360K Buy
846
+11
+1% +$4.76K 0.04% 279
2024
Q3 		$353K Buy
835
+1
+0.1% +$406 0.05% 288
2024
Q2 		$326K Buy
834
+41
+5% +$15.9K 0.05% 286
2024
Q1 		$316K Buy
793
+55
+7% +$21.2K 0.05% 282
2023
Q4 		$278K Buy
738
+61
+9% +$21.3K 0.05% 279
2023
Q3 		$227K Buy
+677
New +$235K 0.05% 293
2023
Q2 		– Sell
-1,088
Closed -$362K – 319
2023
Q1 		$362K Buy
1,088
+3
+0.3% +$997 0.1% 211
2022
Q4 		$359K Buy
+1,085
New +$353K 0.11% 185
2021
Q4 		– Sell
-1,149
Closed -$389K – 243
2021
Q3 		$389K Buy
1,149
+10
+0.9% +$3.49K 0.08% 154
2021
Q2 		$393K Sell
1,139
-20
-2% -$6.83K 0.08% 151
2021
Q1 		$383K Sell
1,159
-163
-12% -$51.5K 0.09% 152
2020
Q4 		$404K Buy
1,322
+587
+80% +$171K 0.08% 175
2020
Q3 		$204K Buy
+735
New +$201K 0.06% 192
2020
Q1 		– Sell
-748
Closed -$213K – 157
2019
Q4 		$213K Buy
+748
New +$206K 0.09% 149

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
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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cooper Financial Group's DIA Position: Q3 2026 in Review

Cooper Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026, closing a stake of 396 shares — an estimated $207K sold.

Cooper Financial Group first reported a position in DIA in Q4 2019 and held it in 16 quarters. The position peaked at $404K in Q4 2020. 596 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Cooper Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 396 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $207K.
  • Cooper Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 16 quarters.
  • Cooper Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $404K in Q4 2020.
  • 596 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.