Gilpin Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Gilpin Wealth Management’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	$825K	Sell	1,623 -23	-1%	-$12.1K	0.56%	52
2026 Q2	$860K	Hold	1,646	–	–	0.59%	52
2026 Q1	$762K	Sell	1,646 -18	-1%	-$8.72K	0.6%	48
2025 Q4	$800K	Buy	+1,664	New	+$787K	0.63%	46

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

Gilpin Wealth Management's DIA Position: Q3 2026 in Review

Gilpin Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.4% in Q3 2026, selling an estimated $12.1K and leaving 1,623 shares worth $825K. The position accounts for 0.56% of the portfolio, ranked #52.

Gilpin Wealth Management first reported a position in DIA in Q4 2025 and has held it in 4 quarters since. The position peaked at $860K in Q2 2026. 79 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Gilpin Wealth Management held 1,623 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $825K as of Q3 2026.
Gilpin Wealth Management sold 23 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $12.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.56% of Gilpin Wealth Management's portfolio in Q3 2026, its #52 holding.
Gilpin Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $860K in Q2 2026.
79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.