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

Focus Financial 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	$2.07M	Buy	4,076 +59	+1%	+$31.1K	0.06%	220
2026 Q2	$2.1M	Sell	4,017 -28	-0.7%	-$14K	0.07%	236
2026 Q1	$1.87M	Sell	4,045 -286	-7%	-$139K	0.07%	225
2025 Q4	$2.08M	Sell	4,331 -8	-0.2%	-$3.78K	0.07%	206
2025 Q3	$2.01M	Sell	4,339 -458	-10%	-$206K	0.07%	204
2025 Q2	$2.11M	Buy	4,797 +256	+6%	+$106K	0.08%	183
2025 Q1	$1.91M	Sell	4,541 -361	-7%	-$156K	0.08%	186
2024 Q4	$2.09M	Sell	4,902 -35	-0.7%	-$15.2K	0.08%	177
2024 Q3	$2.1M	Buy	4,937 +6	+0.1%	+$2.44K	0.09%	180
2024 Q2	$2.03M	Hold	4,931	–	–	0.09%	174
2024 Q1	$1.86M	Sell	4,931 -3,570	-42%	-$1.38M	0.09%	170
2023 Q4	$3.2M	Buy	8,501 +3,234	+61%	+$1.13M	0.12%	151
2023 Q3	$1.76M	Sell	5,267 -245	-4%	-$85K	0.1%	158
2023 Q2	$1.9M	Sell	5,512 -36	-0.6%	-$12.1K	0.11%	152
2023 Q1	$1.85M	Sell	5,548 -11	-0.2%	-$3.66K	0.11%	145
2022 Q4	$1.84M	Sell	5,559 -299	-5%	-$97.2K	0.15%	120
2022 Q3	$1.68M	Sell	5,858 -331	-5%	-$105K	0.15%	125
2022 Q2	$1.91M	Sell	6,189 -4	-0.1%	-$1.31K	0.16%	119
2022 Q1	$2.15M	Buy	6,193 +1,351	+28%	+$469K	0.15%	118
2021 Q4	$1.76M	Buy	4,842 +323	+7%	+$115K	0.26%	93
2021 Q3	$1.53M	Sell	4,519 -94	-2%	-$32.8K	0.2%	116
2021 Q2	$1.59M	Buy	4,613 +420	+10%	+$143K	0.21%	116
2021 Q1	$1.39M	Sell	4,193 -2,396	-36%	-$756K	0.16%	127
2020 Q4	$2.02M	Sell	6,589 -714	-10%	-$208K	0.18%	109
2020 Q3	$2.03M	Sell	7,303 -771	-10%	-$211K	0.19%	108
2020 Q2	$2.09M	Buy	8,074 +1,023	+15%	+$252K	0.23%	91
2020 Q1	$1.55M	Sell	7,051 -266	-4%	-$70.7K	0.21%	103
2019 Q4	$2.09M	Sell	7,317 -77	-1%	-$21.2K	0.26%	84
2019 Q3	$2M	Buy	7,394 +127	+2%	+$33.9K	0.28%	78
2019 Q2	$1.94M	Buy	7,267 +202	+3%	+$52.7K	0.29%	70
2019 Q1	$1.83M	Buy	+7,065	New	+$1.78M	0.29%	69

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

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

Focus Financial Network increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.5% in Q3 2026, buying an estimated $31.1K and bringing the position to 4,076 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #220.

Focus Financial Network first reported a position in DIA in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.2M in Q4 2023. 436 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Focus Financial Network held 4,076 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.07M as of Q3 2026.
Focus Financial Network bought 59 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $31.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Focus Financial Network's portfolio in Q3 2026, its #220 holding.
Focus Financial Network first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and has held it in 31 quarters since.
Focus Financial Network's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.2M in Q4 2023.
436 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

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