Elevation Wealth Partners
DIA icon

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

Elevation Wealth Partners’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 		$35.6K Sell
70
-342
-83% -$180K 0.01% 482
2026
Q2 		$215K Buy
412
+18
+5% +$8.99K 0.06% 130
2026
Q1 		$182K Hold
394
– – 0.07% 122
2025
Q4 		$189K Sell
394
-30
-7% -$14.2K 0.07% 119
2025
Q3 		$197K Hold
424
– – 0.07% 116
2025
Q2 		$187K Hold
424
– – 0.07% 115
2025
Q1 		$178K Sell
424
-26
-6% -$11.2K 0.08% 121
2024
Q4 		$191K Sell
450
-12
-3% -$5.19K 0.08% 113
2024
Q3 		$195K Hold
462
– – 0.08% 115
2024
Q2 		$181K Buy
462
+244
+112% +$94.7K 0.09% 114
2024
Q1 		$86.7K Sell
218
-105
-33% -$40.5K 0.04% 170
2023
Q4 		$108K Hold
323
– – 0.06% 145
2023
Q3 		$108K Sell
323
-20
-6% -$6.94K 0.09% 87
2023
Q2 		$118K Hold
343
– – 0.1% 86
2023
Q1 		$114K Buy
+343
New +$114K 0.1% 90

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Elevation Wealth Partners's DIA Position: Q3 2026 in Review

Elevation Wealth Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 83% in Q3 2026, selling an estimated $180K and leaving 70 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #482.

Elevation Wealth Partners first reported a position in DIA in Q1 2023 and has held it in 15 quarters since. The position peaked at $215K in Q2 2026. 807 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Elevation Wealth Partners held 70 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $35.6K as of Q3 2026.
  • Elevation Wealth Partners sold 342 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $180K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #482 holding.
  • Elevation Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $215K in Q2 2026.
  • 807 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.