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Farther Finance Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Farther Finance Advisors’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 		$9.72M Buy
19,104
+790
+4% +$416K 0.07% 261
2026
Q2 		$9.57M Buy
18,314
+798
+5% +$399K 0.07% 228
2026
Q1 		$8.15M Buy
17,516
+600
+4% +$291K 0.08% 224
2025
Q4 		$8.13M Buy
16,916
+1,930
+13% +$913K 0.09% 201
2025
Q3 		$6.95M Sell
14,986
-9,295
-38% -$4.19M 0.1% 166
2025
Q2 		$10.7M Buy
24,281
+14,872
+158% +$6.17M 0.21% 94
2025
Q1 		$3.95M Buy
9,409
+5,278
+128% +$2.28M 0.1% 187
2024
Q4 		$1.76M Buy
4,131
+2,139
+107% +$926K 0.06% 240
2024
Q3 		$843K Buy
1,992
+1,908
+2,271% +$775K 0.03% 400
2024
Q2 		$32.8K Buy
84
+44
+110% +$17.1K ﹤0.01% 1585
2024
Q1 		$15.8K Hold
40
– – ﹤0.01% 1567
2023
Q4 		$15.1K Hold
40
– – ﹤0.01% 1431
2023
Q3 		$13.4K Hold
40
– – ﹤0.01% 1204
2023
Q2 		$13.8K Hold
40
– – ﹤0.01% 1100
2023
Q1 		$13.3K Hold
40
– – ﹤0.01% 1022
2022
Q4 		$13.3K Buy
+40
New +$13K 0.01% 859

Other funds holding DIA

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

Farther Finance Advisors's DIA Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.3% in Q3 2026, buying an estimated $416K and bringing the position to 19,104 shares worth $9.72M. The position accounts for 0.07% of the portfolio, ranked #261.

Farther Finance Advisors first reported a position in DIA in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.7M in Q2 2025. 79 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Farther Finance Advisors held 19,104 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.72M as of Q3 2026.
  • Farther Finance Advisors bought 790 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $416K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #261 holding.
  • Farther Finance Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $10.7M in Q2 2025.
  • 79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.