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

Freestate 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	$522K	Buy	1,026 +4	+0.4%	+$2.11K	0.4%	25
2026 Q2	$534K	Buy	1,022 +3	+0.3%	+$1.5K	0.4%	25
2026 Q1	$472K	Buy	1,019 +4	+0.4%	+$1.94K	0.38%	26
2025 Q4	$488K	Buy	1,015 +4	+0.4%	+$1.89K	0.4%	26
2025 Q3	$469K	Buy	1,011 +4	+0.4%	+$1.8K	0.39%	27
2025 Q2	$444K	Buy	1,007 +3	+0.3%	+$1.25K	0.4%	26
2025 Q1	$421K	Buy	1,004 +5	+0.5%	+$2.16K	0.42%	21
2024 Q4	$425K	Hold	999	–	–	0.44%	20
2024 Q3	$423K	Buy	+999	New	+$406K	0.44%	20

Other funds holding DIA

SGCA

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

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

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

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Freestate Advisors's DIA Position: Q3 2026 in Review

Freestate Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.39% in Q3 2026, buying an estimated $2.11K and bringing the position to 1,026 shares worth $522K. The position accounts for 0.4% of the portfolio, ranked #25.

Freestate Advisors first reported a position in DIA in Q3 2024 and has held it in 9 quarters since. The position peaked at $534K in Q2 2026. 143 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Freestate Advisors held 1,026 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $522K as of Q3 2026.
Freestate Advisors bought 4 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $2.11K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.4% of Freestate Advisors's portfolio in Q3 2026, its #25 holding.
Freestate Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 9 quarters since.
Freestate Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $534K in Q2 2026.
143 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Freestate Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.