Echo45 Advisors
DIA icon

Echo45 Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Echo45 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 		$8.39M Buy
16,507
+181
+1% +$95.3K 3.83% 4
2026
Q2 		$8.53M Buy
16,326
+643
+4% +$321K 4.41% 4
2026
Q1 		$7.26M Buy
15,683
+246
+2% +$119K 4.09% 4
2025
Q4 		$7.42M Buy
15,437
+225
+1% +$106K 4.23% 4
2025
Q3 		$7.05M Buy
15,212
+180
+1% +$81.1K 4.14% 9
2025
Q2 		$6.62M Buy
15,032
+69
+0.5% +$28.6K 4.18% 9
2025
Q1 		$6.28M Sell
14,963
-100
-0.7% -$43.2K 4.2% 8
2024
Q4 		$6.43M Sell
15,063
-5,059
-25% -$2.19M 4.22% 9
2024
Q3 		$8.51M Buy
20,122
+488
+2% +$198K 5.54% 8
2024
Q2 		$7.68M Sell
19,634
-20,205
-51% -$7.84M 5.4% 7
2024
Q1 		$15.8M Sell
39,839
-280
-0.7% -$108K 11.4% 3
2023
Q4 		$15.1M Buy
40,119
+3,947
+11% +$1.38M 11.63% 2
2023
Q3 		$12.1M Buy
36,172
+37
+0.1% +$12.8K 10.27% 3
2023
Q2 		$12.4M Sell
36,135
-103
-0.3% -$34.7K 10.25% 3
2023
Q1 		$12.1M Sell
36,238
-4,506
-11% -$1.5M 10% 3
2022
Q4 		$13.5M Buy
40,744
+1,968
+5% +$640K 12.1% 2
2022
Q3 		$11.1M Buy
38,776
+3,105
+9% +$987K 11.3% 2
2022
Q2 		$11M Buy
35,671
+8,953
+34% +$2.93M 10.37% 3
2022
Q1 		$9.27M Buy
26,718
+10,165
+61% +$3.53M 7.27% 3
2021
Q4 		$6.01M Buy
+16,553
New +$5.88M 4.82% 7

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

Echo45 Advisors's DIA Position: Q3 2026 in Review

Echo45 Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.1% in Q3 2026, buying an estimated $95.3K and bringing the position to 16,507 shares worth $8.39M. The position accounts for 3.83% of the portfolio, ranked #4.

Echo45 Advisors first reported a position in DIA in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.8M in Q1 2024. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Echo45 Advisors held 16,507 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.39M as of Q3 2026.
  • Echo45 Advisors bought 181 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $95.3K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.83% of Echo45 Advisors's portfolio in Q3 2026, its #4 holding.
  • Echo45 Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • Echo45 Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $15.8M in Q1 2024.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.