CWS
DIA icon

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
2020
Q4 		– Sell
-3,763
Closed -$1.04M – 332
2020
Q3 		$1.04M Buy
+3,763
New +$1.03M 0.27% 77

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
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
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. 358 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.
  • 358 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.