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

First Pacific Financial’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	$48.5K	Buy	95 +40	+73%	+$21.1K	0.01%	272
2026 Q2	$28.8K	Buy	55 +37	+206%	+$18.5K	﹤0.01%	295
2026 Q1	$8.41K	Hold	18	–	–	﹤0.01%	390
2025 Q4	$8.69K	Hold	18	–	–	﹤0.01%	344
2025 Q3	$8.35K	Hold	18	–	–	﹤0.01%	336
2025 Q2	$7.93K	Buy	+18	New	+$7.47K	﹤0.01%	339

Other funds holding DIA

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

SDAM

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

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Pacific Financial's DIA Position: Q3 2026 in Review

First Pacific Financial increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 73% in Q3 2026, buying an estimated $21.1K and bringing the position to 95 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #272.

First Pacific Financial first reported a position in DIA in Q2 2025 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

First Pacific Financial held 95 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $48.5K as of Q3 2026.
First Pacific Financial bought 40 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $21.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of First Pacific Financial's portfolio in Q3 2026, its #272 holding.
First Pacific Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 6 quarters since.
272 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.