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

Forvis Mazars 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 		$997K Sell
1,960
-110
-5% -$57.9K 0.02% 227
2026
Q2 		$1.08M Buy
2,070
+460
+29% +$230K 0.02% 214
2026
Q1 		$746K Buy
1,610
+401
+33% +$194K 0.01% 241
2025
Q4 		$581K Hold
1,209
– – 0.01% 267
2025
Q3 		$561K Hold
1,209
– – 0.01% 267
2025
Q2 		$533K Sell
1,209
-4,060
-77% -$1.68M 0.01% 275
2025
Q1 		$2.21M Sell
5,269
-39
-0.7% -$16.9K 0.05% 144
2024
Q4 		$2.26M Buy
5,308
+202
+4% +$87.4K 0.05% 151
2024
Q3 		$2.16M Sell
5,106
-1,639
-24% -$666K 0.05% 158
2024
Q2 		$2.64M Sell
6,745
-1,819
-21% -$706K 0.07% 135
2024
Q1 		$3.41M Buy
8,564
+220
+3% +$84.8K 0.09% 114
2023
Q4 		$3.14M Sell
8,344
-380
-4% -$133K 0.09% 116
2023
Q3 		$2.92M Buy
8,724
+4,247
+95% +$1.47M 0.09% 117
2023
Q2 		$1.54M Sell
4,477
-184
-4% -$61.9K 0.05% 188
2023
Q1 		$1.55M Sell
4,661
-10
-0.2% -$3.32K 0.05% 169
2022
Q4 		$1.55M Sell
4,671
-52
-1% -$16.9K 0.05% 166
2022
Q3 		$1.36M Sell
4,723
-100
-2% -$31.8K 0.05% 171
2022
Q2 		$1.48M Buy
4,823
+3,803
+373% +$1.24M 0.06% 158
2022
Q1 		$354K Buy
+1,020
New +$354K 0.02% 221
2021
Q2 		– Sell
-920
Closed -$304K – 267
2021
Q1 		$304K Hold
920
– – 0.02% 223
2020
Q4 		$281K Buy
+920
New +$268K 0.01% 298

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DIA Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.3% in Q3 2026, selling an estimated $57.9K and leaving 1,960 shares worth $997K. The position accounts for 0.02% of the portfolio, ranked #227.

Forvis Mazars Wealth Advisors first reported a position in DIA in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.41M in Q1 2024. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 1,960 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $997K as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 110 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $57.9K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #227 holding.
  • Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 21 quarters since.
  • Forvis Mazars Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.41M in Q1 2024.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.