PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q2	$1.09M	Buy	2,093 +1	+0%	+$499	0.29%	50
2026 Q1	$969K	Hold	2,092	–	–	0.29%	49
2025 Q4	$1.01M	Sell	2,092 -679	-25%	-$321K	0.3%	48
2025 Q3	$1.29M	Sell	2,771 -53	-2%	-$23.9K	0.41%	43
2025 Q2	$1.24M	Buy	2,824 +74	+3%	+$30.7K	0.42%	40
2025 Q1	$1.15M	Buy	2,750 +870	+46%	+$376K	0.43%	40
2024 Q4	$800K	Buy	+1,880	New	+$814K	0.32%	50

Other funds holding DIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DIA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.05% in Q2 2026, buying an estimated $499 and bringing the position to 2,093 shares worth $1.09M. The position accounts for 0.29% of the portfolio, ranked #50.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q3 2025. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,093 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.09M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.29% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #50 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.29M in Q3 2025.
984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.