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 Q3	$1.85M	Hold	3,631	–	–	0.31%	28
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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

CV Advisors's DIA Position: Q3 2026 in Review

CV Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 3,631 shares worth $1.85M. The position accounts for 0.31% of the portfolio, ranked #28.

CV Advisors first reported a position in DIA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.9M in Q2 2026. 407 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

CV Advisors held 3,631 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.85M as of Q3 2026.
CV Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.31% of CV Advisors's portfolio in Q3 2026, its #28 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 5 quarters since.
CV Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.9M in Q2 2026.
407 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.