Galvin Gaustad & Stein’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Galvin Gaustad & Stein’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	$254K	Hold	500	–	–	0.02%	237
2026 Q2	$261K	Sell	500 -125	-20%	-$62.4K	0.02%	240
2026 Q1	$289K	Hold	625	–	–	0.02%	217
2025 Q4	$300K	Hold	625	–	–	0.02%	213
2025 Q3	$290K	Hold	625	–	–	0.02%	171
2025 Q2	$275K	Hold	625	–	–	0.02%	166
2025 Q1	$263K	Sell	625 -40	-6%	-$17.3K	0.02%	163
2024 Q4	$283K	Sell	665 -10	-1%	-$4.33K	0.03%	163
2024 Q3	$286K	Hold	675	–	–	0.03%	154
2024 Q2	$264K	Hold	675	–	–	0.02%	155
2024 Q1	$268K	Hold	675	–	–	0.02%	157
2023 Q4	$254K	Buy	+675	New	+$236K	0.02%	160

Other funds holding DIA

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 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

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

MCM

Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Galvin Gaustad & Stein's DIA Position: Q3 2026 in Review

Galvin Gaustad & Stein held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 500 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #237.

Galvin Gaustad & Stein first reported a position in DIA in Q4 2023 and has held it in 12 quarters since. The position peaked at $300K in Q4 2025. 79 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Galvin Gaustad & Stein held 500 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $254K as of Q3 2026.
Galvin Gaustad & Stein left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #237 holding.
Galvin Gaustad & Stein first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 12 quarters since.
Galvin Gaustad & Stein's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $300K in Q4 2025.
79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.