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

Fairvoy Private 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	$238K	Hold	468	–	–	0.05%	190
2026 Q2	$244K	Hold	468	–	–	0.05%	187
2026 Q1	$217K	Sell	468 -98	-17%	-$47.5K	0.05%	193
2025 Q4	$272K	Hold	566	–	–	0.06%	161
2025 Q3	$262K	Sell	566 -60	-10%	-$27K	0.06%	169
2025 Q2	$276K	Hold	626	–	–	0.07%	156
2025 Q1	$263K	Sell	626 -450	-42%	-$195K	0.07%	154
2024 Q4	$458K	Buy	+1,076	New	+$466K	0.12%	117

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Fairvoy Private Wealth's DIA Position: Q3 2026 in Review

Fairvoy Private Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 468 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #190.

Fairvoy Private Wealth first reported a position in DIA in Q4 2024 and has held it in 8 quarters since. The position peaked at $458K in Q4 2024. 756 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Fairvoy Private Wealth held 468 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $238K as of Q3 2026.
Fairvoy Private Wealth left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Fairvoy Private Wealth's portfolio in Q3 2026, its #190 holding.
Fairvoy Private Wealth 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.
Fairvoy Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $458K in Q4 2024.
756 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.