CX Institutional’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CX Institutional’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	$335K	Buy	658 +118	+22%	+$62.1K	0.01%	591
2026 Q2	$282K	Buy	+540	New	+$270K	0.01%	658
2025 Q2	–	Sell	-172	Closed	-$72K	–	1221
2025 Q1	$72K	Buy	+172	New	+$74.4K	﹤0.01%	790
2022 Q3	–	Sell	-363	Closed	-$112K	–	621
2022 Q2	$112K	Buy	+363	New	+$119K	0.01%	536

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

CX Institutional's DIA Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 22% in Q3 2026, buying an estimated $62.1K and bringing the position to 658 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #591.

CX Institutional first reported a position in DIA in Q2 2022 and has held it in 4 quarters since. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

CX Institutional held 658 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $335K as of Q3 2026.
CX Institutional bought 118 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $62.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of CX Institutional's portfolio in Q3 2026, its #591 holding.
CX Institutional first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 4 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.