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

CRA 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 		$1.52M Buy
2,998
+60
+2% +$31.6K 0.17% 102
2026
Q2 		$1.53M Sell
2,938
-25
-0.8% -$12.5K 0.18% 95
2026
Q1 		$1.37M Hold
2,963
– – 0.18% 102
2025
Q4 		$1.42M Sell
2,963
-220
-7% -$104K 0.19% 94
2025
Q3 		$1.48M Sell
3,183
-373
-10% -$168K 0.2% 97
2025
Q2 		$1.57M Buy
3,556
+240
+7% +$100K 0.24% 83
2025
Q1 		$1.39M Buy
3,316
+128
+4% +$55.4K 0.24% 83
2024
Q4 		$1.36M Buy
3,188
+207
+7% +$89.6K 0.23% 81
2024
Q3 		$1.26M Buy
2,981
+15
+0.5% +$6.09K 0.23% 82
2024
Q2 		$1.16M Buy
2,966
+10
+0.3% +$3.88K 0.23% 76
2024
Q1 		$1.18M Sell
2,956
-100
-3% -$38.5K 0.26% 72
2023
Q4 		$1.15M Buy
3,056
+16
+0.5% +$5.59K 0.28% 66
2023
Q3 		$1.02M Buy
3,040
+35
+1% +$12.1K 0.28% 65
2023
Q2 		$1.03M Buy
3,005
+16
+0.5% +$5.38K 0.28% 63
2023
Q1 		$994K Buy
2,989
+185
+7% +$61.5K 0.3% 62
2022
Q4 		$929K Sell
2,804
-110
-4% -$35.8K 0.3% 67
2022
Q3 		$837K Sell
2,914
-14
-0.5% -$4.45K 0.3% 63
2022
Q2 		$901K Buy
2,928
+170
+6% +$55.6K 0.31% 67
2022
Q1 		$956K Buy
2,758
+146
+6% +$50.6K 0.29% 67
2021
Q4 		$949K Sell
2,612
-205
-7% -$72.8K 0.28% 66
2021
Q3 		$953K Buy
2,817
+580
+26% +$203K 0.32% 60
2021
Q2 		$772K Buy
2,237
+110
+5% +$37.5K 0.27% 75
2021
Q1 		$702K Buy
2,127
+128
+6% +$40.4K 0.27% 79
2020
Q4 		$611K Sell
1,999
-200
-9% -$58.2K 0.26% 84
2020
Q3 		$610K Sell
2,199
-865
-28% -$236K 0.29% 73
2020
Q2 		$790K Sell
3,064
-1,458
-32% -$359K 0.42% 46
2020
Q1 		$991K Buy
4,522
+417
+10% +$111K 0.63% 36
2019
Q4 		$1.17M Sell
4,105
-5
-0.1% -$1.38K 0.64% 40
2019
Q3 		$1.11M Sell
4,110
-310
-7% -$82.7K 0.67% 38
2019
Q2 		$1.18M Sell
4,420
-5
-0.1% -$1.3K 0.71% 40
2019
Q1 		$1.15M Sell
4,425
-470
-10% -$118K 0.75% 39
2018
Q4 		$1.14M Buy
+4,895
New +$1.22M 0.82% 38

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

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

CRA Financial Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2% in Q3 2026, buying an estimated $31.6K and bringing the position to 2,998 shares worth $1.52M. The position accounts for 0.17% of the portfolio, ranked #102.

CRA Financial Services first reported a position in DIA in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.57M in Q2 2025. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • CRA Financial Services held 2,998 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.52M as of Q3 2026.
  • CRA Financial Services bought 60 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $31.6K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.17% of CRA Financial Services's portfolio in Q3 2026, its #102 holding.
  • CRA Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 32 quarters since.
  • CRA Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.57M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.