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

Cornerstone 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
Q2 		$19.9M Buy
38,053
+6,565
+21% +$3.28M 0.85% 19
2026
Q1 		$14.6M Buy
31,488
+3,968
+14% +$1.92M 0.73% 28
2025
Q4 		$13.2M Buy
27,520
+2,209
+9% +$1.04M 0.69% 25
2025
Q3 		$11.7M Buy
25,311
+412
+2% +$186K 0.65% 26
2025
Q2 		$11M Buy
24,899
+1,862
+8% +$773K 0.67% 27
2025
Q1 		$9.67M Buy
23,037
+971
+4% +$420K 0.65% 31
2024
Q4 		$9.39M Buy
22,066
+1,659
+8% +$718K 0.63% 32
2024
Q3 		$8.63M Buy
20,407
+649
+3% +$264K 0.61% 37
2024
Q2 		$7.73M Buy
19,758
+2,118
+12% +$822K 0.59% 36
2024
Q1 		$7.02M Buy
17,640
+618
+4% +$238K 0.57% 39
2023
Q4 		$6.41M Buy
17,022
+823
+5% +$288K 0.55% 39
2023
Q3 		$5.43M Sell
16,199
-4,950
-23% -$1.72M 0.51% 48
2023
Q2 		$7.27M Buy
21,149
+1,688
+9% +$568K 0.65% 35
2023
Q1 		$6.47M Buy
+19,461
New +$6.47M 0.64% 34
2022
Q3 		$6.15M Sell
21,417
-826
-4% -$263K 0.69% 31
2022
Q2 		$6.85M Buy
22,243
+1,251
+6% +$409K 0.76% 29
2022
Q1 		$7.28M Buy
20,992
+843
+4% +$292K 0.71% 29
2021
Q4 		$7.32M Buy
20,149
+828
+4% +$294K 0.7% 31
2021
Q3 		$6.54M Buy
19,321
+1,020
+6% +$356K 0.7% 28
2021
Q2 		$6.31M Buy
18,301
+443
+2% +$151K 0.66% 28
2021
Q1 		$5.9M Buy
17,858
+1,298
+8% +$410K 0.7% 26
2020
Q4 		$5.06M Buy
16,560
+726
+5% +$211K 0.64% 26
2020
Q3 		$4.39M Buy
15,834
+4,233
+36% +$1.16M 0.65% 26
2020
Q2 		$2.99M Buy
11,601
+3,197
+38% +$786K 0.48% 40
2020
Q1 		$1.84M Buy
8,404
+3,857
+85% +$1.02M 0.36% 55
2019
Q4 		$1.3M Buy
4,547
+501
+12% +$138K 0.21% 93
2019
Q3 		$1.09M Buy
4,046
+317
+9% +$84.6K 0.19% 106
2019
Q2 		$993K Buy
3,729
+190
+5% +$49.6K 0.18% 121
2019
Q1 		$733K Buy
3,539
+180
+5% +$45.3K 0.09% 230
2018
Q4 		$784K Sell
3,359
-568,652
-99% -$142M 0.17% 130
2018
Q3 		$2.51M Sell
572,011
-180,941
-24% -$46.3M 0.03% 439
2018
Q2 		$3.1M Buy
752,952
+750,335
+28,672% +$184M 0.04% 415
2018
Q1 		$618K Buy
2,617
+213
+9% +$53.5K 0.12% 171
2017
Q4 		$606K Sell
2,404
-110
-4% -$26.1K 0.11% 178
2017
Q3 		$574K Buy
2,514
+65
+3% +$14.2K 0.12% 175
2017
Q2 		$523K Hold
2,449
– – 0.12% 172
2017
Q1 		$507K Sell
2,449
-1
-0% -$204 0.13% 167
2016
Q4 		$487K Sell
2,450
-61
-2% -$11.5K 0.16% 135
2016
Q3 		$455K Buy
+2,511
New +$461K 0.17% 127
2016
Q1 		$595K Buy
+3,321
New +$553K 0.45% 43

Other funds holding DIA

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Cornerstone Wealth Management's DIA Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 21% in Q2 2026, buying an estimated $3.28M and bringing the position to 38,053 shares worth $19.9M. The position accounts for 0.85% of the portfolio, ranked #19.

Cornerstone Wealth Management first reported a position in DIA in Q1 2016 and has held it in 40 quarters since. 502 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Cornerstone Wealth Management held 38,053 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $19.9M as of Q2 2026.
  • Cornerstone Wealth Management bought 6,565 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3.28M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.85% of Cornerstone Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2016 and has held it in 40 quarters since.
  • 502 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.