CV Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CV Advisors’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	$1.9M	Hold	3,631	–	–	0.35%	33
2026 Q1	$1.68M	Sell	3,631 -43	-1%	-$20.8K	0.46%	21
2025 Q4	$1.77M	Hold	3,674	–	–	0.45%	21
2025 Q3	$1.7M	Buy	+3,674	New	+$1.66M	0.47%	17

Other funds holding DIA

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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 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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CV Advisors's DIA Position: Q2 2026 in Review

CV Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 3,631 shares worth $1.9M. The position accounts for 0.35% of the portfolio, ranked #33.

CV Advisors first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

CV Advisors held 3,631 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.9M as of Q2 2026.
CV Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.35% of CV Advisors's portfolio in Q2 2026, its #33 holding.
CV Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 quarters since.
373 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.