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

Cypress Wealth 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 Q2	$1.26M	Sell	2,408 -175	-7%	-$87.4K	0.15%	109
2026 Q1	$1.2M	Buy	2,583 +1	+0%	+$484	0.17%	100
2025 Q4	$1.24M	Buy	2,582 +701	+37%	+$332K	0.17%	99
2025 Q3	$872K	Buy	1,881 +33	+2%	+$14.9K	0.14%	118
2025 Q2	$814K	Buy	1,848 +4	+0.2%	+$1.66K	0.15%	120
2025 Q1	$774K	Buy	1,844 +61	+3%	+$26.4K	0.16%	106
2024 Q4	$759K	Buy	1,783 +179	+11%	+$77.5K	0.15%	108
2024 Q3	$679K	Hold	1,604	–	–	0.14%	112
2024 Q2	$627K	Sell	1,604 -315	-16%	-$122K	0.14%	116
2024 Q1	$763K	Buy	1,919 +360	+23%	+$139K	0.18%	100
2023 Q4	$588K	Hold	1,559	–	–	0.15%	119
2023 Q3	$522K	Hold	1,559	–	–	0.14%	130
2023 Q2	$539K	Hold	1,559	–	–	0.14%	130
2023 Q1	$519K	Hold	1,559	–	–	0.15%	121
2022 Q4	$517K	Hold	1,559	–	–	0.17%	114
2022 Q3	$457K	Buy	1,559 +224	+17%	+$71.2K	0.16%	121
2022 Q2	$411K	Hold	1,335	–	–	0.13%	135
2022 Q1	$463K	Hold	1,335	–	–	0.13%	130
2021 Q4	$485K	Hold	1,335	–	–	0.13%	116
2021 Q3	$452K	Hold	1,335	–	–	0.14%	125
2021 Q2	$461K	Sell	1,335 -1,750	-57%	-$597K	0.13%	145
2021 Q1	$1.02M	Sell	3,085 -678	-18%	-$214K	0.21%	92
2020 Q4	$1.15M	Buy	+3,763	New	+$1.1M	0.26%	79
2020 Q3	–	Sell	-3,874	Closed	-$1.06M	–	311
2020 Q2	$999K	Sell	3,874 -50	-1%	-$12.3K	0.24%	95
2020 Q1	$860K	Buy	3,924 +206	+6%	+$54.7K	0.25%	96
2019 Q4	$1.06M	Sell	3,718 -33	-0.9%	-$9.09K	0.27%	95
2019 Q3	$1.01M	Buy	3,751 +126	+3%	+$33.6K	0.28%	98
2019 Q2	$964K	Buy	3,625 +390	+12%	+$102K	0.28%	96
2019 Q1	$838K	Buy	3,235 +2	+0.1%	+$503	0.27%	94
2018 Q4	$754K	Sell	3,233 -1,313	-29%	-$328K	0.3%	87
2018 Q3	$1.2M	Buy	4,546 +409	+10%	+$105K	0.43%	69
2018 Q2	$1M	Buy	4,137 +490	+13%	+$120K	0.38%	77
2018 Q1	$880K	Sell	3,647 -1,148	-24%	-$288K	0.38%	77
2017 Q4	$1.19M	Buy	+4,795	New	+$1.14M	0.49%	56

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

JWCA

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cypress Wealth Services's DIA Position: Q2 2026 in Review

Cypress Wealth Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.8% in Q2 2026, selling an estimated $87.4K and leaving 2,408 shares worth $1.26M. The position accounts for 0.15% of the portfolio, ranked #109.

Cypress Wealth Services first reported a position in DIA in Q4 2017 and has held it in 34 quarters since. 357 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Cypress Wealth Services held 2,408 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.26M as of Q2 2026.
Cypress Wealth Services sold 175 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $87.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Cypress Wealth Services's portfolio in Q2 2026, its #109 holding.
Cypress Wealth Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 34 quarters since.
357 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.