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VALEN PRIVATE CAPITAL, LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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 		$21.6M Buy
+42,562
New +$22.4M 6.69% 4

Other funds holding DIA

Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Clarity Wealth Advisors
Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's DIA Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026: 42,562 shares worth $21.6M. The stake represents 6.69% of the portfolio and ranks #4 among its holdings.

476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • VALEN PRIVATE CAPITAL, LLC held 42,562 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $21.6M as of Q3 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 6.69% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #4 holding.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.