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

Enzi Wealth’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	$566K	Sell	1,096 -6	-0.5%	-$3.16K	0.17%	46
2026 Q2	$578K	Sell	1,102 -8	-0.7%	-$4K	0.18%	41
2026 Q1	$514K	Hold	1,110	–	–	0.18%	41
2025 Q4	$546K	Sell	1,110 -155	-12%	-$73.3K	0.19%	42
2025 Q3	$581K	Sell	1,265 -9	-0.7%	-$4.06K	0.2%	37
2025 Q2	$565K	Sell	1,274 -3	-0.2%	-$1.24K	0.21%	35
2025 Q1	$512K	Hold	1,277	–	–	0.21%	34
2024 Q4	$564K	Sell	1,277 -2	-0.2%	-$866	0.21%	35
2024 Q3	$551K	Sell	1,279 -242	-16%	-$98.3K	0.22%	34
2024 Q2	$599K	Sell	1,521 -70	-4%	-$27.2K	0.26%	29
2024 Q1	$600K	Sell	1,591 -28	-2%	-$10.8K	0.28%	26
2023 Q4	$620K	Sell	1,619 -104	-6%	-$36.3K	0.3%	25
2023 Q3	$580K	Sell	1,723 -347	-17%	-$120K	0.31%	25
2023 Q2	$712K	Sell	2,070 -1,426	-41%	-$480K	0.36%	24
2023 Q1	$1.19M	Sell	3,496 -1,983	-36%	-$659K	0.61%	21
2022 Q4	$1.85M	Sell	5,479 -595	-10%	-$193K	0.88%	21
2022 Q3	$2.05M	Buy	+6,074	New	+$1.93M	1.01%	19

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Enzi Wealth's DIA Position: Q3 2026 in Review

Enzi Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.54% in Q3 2026, selling an estimated $3.16K and leaving 1,096 shares worth $566K. The position accounts for 0.17% of the portfolio, ranked #46.

Enzi Wealth first reported a position in DIA in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.05M in Q3 2022. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Enzi Wealth held 1,096 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $566K as of Q3 2026.
Enzi Wealth sold 6 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $3.16K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.17% of Enzi Wealth's portfolio in Q3 2026, its #46 holding.
Enzi Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 17 quarters since.
Enzi Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.05M in Q3 2022.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.