Financial Management Network’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Financial Management Network’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	$210K	Buy	412 +1	+0.2%	+$526	0.03%	202
2026 Q2	$214K	Sell	411 -110	-21%	-$54.9K	0.03%	201
2026 Q1	$251K	Buy	521 +1	+0.2%	+$484	0.04%	175
2025 Q4	$251K	Buy	520 +2	+0.4%	+$946	0.04%	163
2025 Q3	$242K	Buy	518 +1	+0.2%	+$451	0.04%	164
2025 Q2	$232K	Buy	+517	New	+$215K	0.04%	157
2025 Q1	–	Sell	-495	Closed	-$211K	–	155
2024 Q4	$211K	Buy	495 +1	+0.2%	+$433	0.04%	157
2024 Q3	$209K	Buy	+494	New	+$201K	0.04%	161
2023 Q4	–	Sell	-739	Closed	-$245K	–	144
2023 Q3	$245K	Buy	739 +3	+0.4%	+$1.04K	0.08%	128
2023 Q2	$253K	Buy	736 +3	+0.4%	+$1.01K	0.09%	128
2023 Q1	$245K	Buy	733 +3	+0.4%	+$997	0.1%	115
2022 Q4	$243K	Buy	730 +37	+5%	+$12K	0.11%	122
2022 Q3	$210K	Sell	693 -98	-12%	-$31.2K	0.1%	125
2022 Q2	$246K	Buy	791 +37	+5%	+$12.1K	0.13%	111
2022 Q1	$263K	Sell	754 -81	-10%	-$28.1K	0.13%	95
2021 Q4	$307K	Hold	835	–	–	0.14%	103
2021 Q3	$284K	Buy	835 +1	+0.1%	+$349	0.14%	101
2021 Q2	$290K	Hold	834	–	–	0.15%	100
2021 Q1	$284K	Sell	834 -22	-3%	-$6.94K	0.15%	101
2020 Q4	$267K	Buy	+856	New	+$249K	0.16%	91

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

Financial Management Network's DIA Position: Q3 2026 in Review

Financial Management Network increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.24% in Q3 2026, buying an estimated $526 and bringing the position to 412 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #202.

Financial Management Network first reported a position in DIA in Q4 2020 and has held it in 20 quarters since. The position peaked at $307K in Q4 2021. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Financial Management Network held 412 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $210K as of Q3 2026.
Financial Management Network bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q3 2026, an estimated $526.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Financial Management Network's portfolio in Q3 2026, its #202 holding.
Financial Management Network first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 20 quarters since.
Financial Management Network's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $307K in Q4 2021.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.