Golden State Equity Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Golden State Equity Partners’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 Q2	–	Sell	-3,536	Closed	-$1.64M	–	686
2026 Q1	$1.64M	Sell	3,536 -450	-11%	-$218K	0.12%	189
2025 Q4	$1.89M	Sell	3,986 -191	-5%	-$90.3K	0.31%	64
2025 Q3	$1.93M	Buy	4,177 +89	+2%	+$40.1K	0.33%	62
2025 Q2	$1.8M	Buy	4,088 +164	+4%	+$68.1K	0.33%	64
2025 Q1	$1.65M	Buy	3,924 +3,243	+476%	+$1.4M	0.33%	72
2024 Q4	$290K	Buy	+681	New	+$295K	0.06%	344
2024 Q3	–	Sell	-681	Closed	-$266K	–	834
2024 Q2	$266K	Buy	+681	New	+$264K	0.06%	339
2023 Q4	$321K	Buy	851 +16	+2%	+$5.59K	0.08%	266
2023 Q3	$280K	Sell	835 -159	-16%	-$55.1K	0.08%	264
2023 Q2	$342K	Buy	+994	New	+$335K	0.1%	239

Other funds holding DIA

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Golden State Equity Partners's DIA Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 3,536 shares — an estimated $1.64M sold.

Golden State Equity Partners first reported a position in DIA in Q2 2023 and held it in 10 quarters. The position peaked at $1.93M in Q3 2025. 840 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 3,536 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.64M.
Golden State Equity Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and held it in 10 quarters.
Golden State Equity Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.93M in Q3 2025.
840 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.