Foster Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Foster Group’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	$8.93M	Sell	17,566 -11	-0.1%	-$5.79K	0.24%	43
2026 Q2	$9.18M	Hold	17,577	–	–	0.24%	43
2026 Q1	$8.14M	Hold	17,577	–	–	0.24%	42
2025 Q4	$8.45M	Buy	17,577 +107	+0.6%	+$50.6K	0.26%	44
2025 Q3	$8.1M	Hold	17,470	–	–	0.25%	44
2025 Q2	$7.7M	Sell	17,470 -10	-0.1%	-$4.15K	0.26%	43
2025 Q1	$7.34M	Sell	17,480 -6	-0%	-$2.6K	0.27%	41
2024 Q4	$7.44M	Buy	17,486 +1,986	+13%	+$860K	0.28%	41
2024 Q3	$6.56M	Hold	15,500	–	–	0.24%	42
2024 Q2	$6.06M	Hold	15,500	–	–	0.24%	44
2024 Q1	$6.17M	Sell	15,500 -680	-4%	-$262K	0.31%	38
2023 Q4	$5.42M	Hold	16,180	–	–	0.33%	36
2023 Q3	$5.42M	Buy	16,180 +680	+4%	+$236K	0.33%	36
2023 Q2	$5.33M	Hold	15,500	–	–	0.32%	35
2023 Q1	$5.16M	Hold	15,500	–	–	0.33%	34
2022 Q4	$5.14M	Hold	15,500	–	–	0.38%	28
2022 Q3	$4.45M	Hold	15,500	–	–	0.37%	29
2022 Q2	$4.77M	Hold	15,500	–	–	0.34%	31
2022 Q1	$5.38M	Sell	15,500 -3	-0%	-$1.04K	0.44%	23
2021 Q4	$5.63M	Buy	15,503 +3	+0%	+$1.07K	0.49%	17
2021 Q3	$5.24M	Hold	15,500	–	–	0.51%	17
2021 Q2	$5.35M	Hold	15,500	–	–	0.62%	15
2021 Q1	$5.12M	Buy	15,500 +1,500	+11%	+$473K	0.79%	10
2020 Q4	$4.26M	Buy	+14,000	New	+$4.07M	0.79%	9

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

Foster Group's DIA Position: Q3 2026 in Review

Foster Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.06% in Q3 2026, selling an estimated $5.79K and leaving 17,566 shares worth $8.93M. The position accounts for 0.24% of the portfolio, ranked #43.

Foster Group first reported a position in DIA in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.18M in Q2 2026. 316 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Foster Group held 17,566 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.93M as of Q3 2026.
Foster Group sold 11 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $5.79K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.24% of Foster Group's portfolio in Q3 2026, its #43 holding.
Foster Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 24 quarters since.
Foster Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $9.18M in Q2 2026.
316 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.