Crumly & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Crumly & Associates’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	$2.91M	Sell	5,724 -30	-0.5%	-$15.8K	0.52%	44
2026 Q2	$3.01M	Sell	5,754 -90	-2%	-$44.9K	0.58%	39
2026 Q1	$2.71M	Hold	5,844	–	–	0.57%	40
2025 Q4	$2.81M	Hold	5,844	–	–	0.59%	40
2025 Q3	$2.71M	Hold	5,844	–	–	0.59%	39
2025 Q2	$2.58M	Hold	5,844	–	–	0.63%	39
2025 Q1	$2.45M	Hold	5,844	–	–	0.68%	37
2024 Q4	$2.49M	Hold	5,844	–	–	0.68%	38
2024 Q3	$2.47M	Hold	5,844	–	–	0.68%	38
2024 Q2	$2.29M	Buy	5,844 +14	+0.2%	+$5.43K	0.66%	33
2024 Q1	$2.32M	Hold	5,830	–	–	0.61%	41
2023 Q4	$2.2M	Sell	5,830 -11,525	-66%	-$4.03M	0.64%	40
2023 Q3	$5.81M	Hold	17,355	–	–	2.28%	14
2023 Q2	$5.97M	Sell	17,355 -2,705	-13%	-$910K	2.39%	14
2023 Q1	$6.67M	Sell	20,060 -19,491	-49%	-$6.48M	2.9%	11
2022 Q4	$13.1M	Buy	+39,551	New	+$12.9M	4.94%	5

Other funds holding DIA

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MCM

Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Crumly & Associates's DIA Position: Q3 2026 in Review

Crumly & Associates reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.52% in Q3 2026, selling an estimated $15.8K and leaving 5,724 shares worth $2.91M. The position accounts for 0.52% of the portfolio, ranked #44.

Crumly & Associates first reported a position in DIA in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.1M in Q4 2022. 79 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Crumly & Associates held 5,724 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.91M as of Q3 2026.
Crumly & Associates sold 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $15.8K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.52% of Crumly & Associates's portfolio in Q3 2026, its #44 holding.
Crumly & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 16 quarters since.
Crumly & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $13.1M in Q4 2022.
79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.