Fiduciary Alliance
DIA icon

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

Fiduciary Alliance’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 		$3.72M Sell
7,320
-53
-0.7% -$27.9K 0.28% 91
2026
Q2 		$3.85M Buy
7,373
+176
+2% +$87.9K 0.26% 100
2026
Q1 		$3.49M Buy
7,197
+239
+3% +$116K 0.21% 122
2025
Q4 		$3.34M Buy
6,958
+676
+11% +$320K 0.22% 116
2025
Q3 		$2.91M Buy
6,282
+487
+8% +$219K 0.2% 118
2025
Q2 		$2.55M Sell
5,795
-40
-0.7% -$16.6K 0.19% 120
2025
Q1 		$2.45M Sell
5,835
-1,373
-19% -$594K 0.24% 96
2024
Q4 		$3.07M Buy
7,208
+488
+7% +$211K 0.31% 76
2024
Q3 		$2.84M Buy
6,720
+4,393
+189% +$1.78M 0.38% 65
2024
Q2 		$915K Buy
2,327
+412
+22% +$160K 0.15% 93
2024
Q1 		$757K Sell
1,915
-1
-0.1% -$385 0.13% 102
2023
Q4 		$722K Buy
1,916
+108
+6% +$37.7K 0.14% 92
2023
Q3 		$606K Buy
1,808
+93
+5% +$32.3K 0.14% 94
2023
Q2 		$590K Buy
1,715
+9
+0.5% +$3.03K 0.13% 92
2023
Q1 		$568K Buy
1,706
+8
+0.5% +$2.66K 0.14% 85
2022
Q4 		$563K Buy
+1,698
New +$552K 0.15% 80

Other funds holding DIA

Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Clarity Wealth Advisors
Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Fiduciary Alliance's DIA Position: Q3 2026 in Review

Fiduciary Alliance reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.72% in Q3 2026, selling an estimated $27.9K and leaving 7,320 shares worth $3.72M. The position accounts for 0.28% of the portfolio, ranked #91.

Fiduciary Alliance first reported a position in DIA in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.85M in Q2 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Fiduciary Alliance held 7,320 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.72M as of Q3 2026.
  • Fiduciary Alliance sold 53 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $27.9K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.28% of Fiduciary Alliance's portfolio in Q3 2026, its #91 holding.
  • Fiduciary Alliance 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.
  • Fiduciary Alliance's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.85M in Q2 2026.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.