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

Equitable Trust’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	$2.52M	Sell	4,947 -616	-11%	-$324K	0.11%	142
2026 Q2	$2.91M	Hold	5,563	–	–	0.12%	133
2026 Q1	$2.58M	Hold	5,563	–	–	0.12%	140
2025 Q4	$2.67M	Sell	5,563 -116	-2%	-$54.9K	0.12%	139
2025 Q3	$2.63M	Sell	5,679 -7	-0.1%	-$3.16K	0.12%	139
2025 Q2	$2.51M	Buy	5,686 +40	+0.7%	+$16.6K	0.12%	140
2025 Q1	$2.37M	Hold	5,646	–	–	0.13%	140
2024 Q4	$2.4M	Buy	+5,646	New	+$2.44M	0.13%	137

Other funds holding DIA

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

SDAM

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

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Equitable Trust's DIA Position: Q3 2026 in Review

Equitable Trust reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 11% in Q3 2026, selling an estimated $324K and leaving 4,947 shares worth $2.52M. The position accounts for 0.11% of the portfolio, ranked #142.

Equitable Trust first reported a position in DIA in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.91M in Q2 2026. 301 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Equitable Trust held 4,947 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.52M as of Q3 2026.
Equitable Trust sold 616 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $324K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Equitable Trust's portfolio in Q3 2026, its #142 holding.
Equitable Trust first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 8 quarters since.
Equitable Trust's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.91M in Q2 2026.
301 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.