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

Essential Investment 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
Q2 		$24K Hold
46
– – 0.02% 183
2026
Q1 		$21.3K Hold
46
– – 0.02% 181
2025
Q4 		$22.1K Buy
+46
New +$21.8K 0.02% 166

Other funds holding DIA

AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Essential Investment Partners's DIA Position: Q2 2026 in Review

Essential Investment Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 46 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #183.

Essential Investment Partners first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Essential Investment Partners held 46 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $24K as of Q2 2026.
  • Essential Investment Partners left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Essential Investment Partners's portfolio in Q2 2026, its #183 holding.
  • Essential Investment Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.