Fifth Third Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Fifth Third Wealth 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	$305K	Sell	600 -462	-44%	-$243K	0.01%	752
2026 Q2	$555K	Buy	1,062 +69	+7%	+$34.5K	0.02%	451
2026 Q1	$460K	Buy	993 +263	+36%	+$127K	0.02%	455
2025 Q4	$351K	Sell	730 -5	-0.7%	-$2.36K	0.01%	514
2025 Q3	$341K	Hold	735	–	–	0.01%	508
2025 Q2	$324K	Buy	735 +205	+39%	+$85.1K	0.01%	502
2025 Q1	$223K	Sell	530 -2	-0.4%	-$865	0.01%	629
2024 Q4	$226K	Hold	532	–	–	0.01%	636
2024 Q3	$225K	Buy	+532	New	+$216K	0.01%	594

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 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

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Fifth Third Wealth Advisors's DIA Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 44% in Q3 2026, selling an estimated $243K and leaving 600 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #752.

Fifth Third Wealth Advisors first reported a position in DIA in Q3 2024 and has held it in 9 quarters since. The position peaked at $555K in Q2 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Fifth Third Wealth Advisors held 600 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $305K as of Q3 2026.
Fifth Third Wealth Advisors sold 462 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $243K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #752 holding.
Fifth Third Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $555K 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 Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.