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

Great Valley Advisor 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 		$4.13M Buy
8,117
+1,684
+26% +$887K 0.06% 280
2026
Q2 		$3.36M Buy
6,433
+594
+10% +$297K 0.05% 297
2026
Q1 		$2.7M Buy
5,839
+910
+18% +$441K 0.05% 317
2025
Q4 		$2.37M Sell
4,929
-5
-0.1% -$2.36K 0.05% 307
2025
Q3 		$2.29M Buy
4,934
+59
+1% +$26.6K 0.05% 308
2025
Q2 		$2.15M Sell
4,875
-3,861
-44% -$1.6M 0.05% 301
2025
Q1 		$3.67M Buy
8,736
+282
+3% +$122K 0.08% 219
2024
Q4 		$3.6M Sell
8,454
-465
-5% -$201K 0.08% 228
2024
Q3 		$3.77M Sell
8,919
-1,113
-11% -$452K 0.09% 222
2024
Q2 		$3.92M Buy
10,032
+427
+4% +$166K 0.11% 197
2024
Q1 		$3.82M Sell
9,605
-2,069
-18% -$797K 0.12% 186
2023
Q4 		$4.4M Sell
11,674
-628
-5% -$219K 0.15% 153
2023
Q3 		$4.12M Buy
12,302
+2,855
+30% +$990K 0.17% 146
2023
Q2 		$3.25M Sell
9,447
-64
-0.7% -$21.5K 0.14% 163
2023
Q1 		$3.16M Buy
9,511
+329
+4% +$109K 0.15% 165
2022
Q4 		$3.04M Sell
9,182
-1,966
-18% -$639K 0.16% 157
2022
Q3 		$3.2M Sell
11,148
-18,357
-62% -$5.84M 0.18% 142
2022
Q2 		$9.08M Sell
29,505
-4,212
-12% -$1.38M 0.5% 49
2022
Q1 		$11.7M Buy
33,717
+13,316
+65% +$4.62M 0.68% 35
2021
Q4 		$7.41M Buy
20,401
+12,974
+175% +$4.61M 0.46% 51
2021
Q3 		$2.51M Buy
7,427
+635
+9% +$222K 0.17% 143
2021
Q2 		$2.34M Buy
6,792
+182
+3% +$62.1K 0.17% 148
2021
Q1 		$2.18M Buy
6,610
+1,309
+25% +$413K 0.21% 119
2020
Q4 		$1.62M Buy
5,301
+83
+2% +$24.2K 0.17% 135
2020
Q3 		$1.45M Buy
5,218
+3,433
+192% +$938K 0.18% 127
2020
Q2 		$460K Sell
1,785
-1,350
-43% -$332K 0.08% 246
2020
Q1 		$687K Buy
3,135
+845
+37% +$224K 0.18% 144
2019
Q4 		$653K Buy
2,290
+687
+43% +$189K 0.15% 178
2019
Q3 		$431K Buy
1,603
+117
+8% +$31.2K 0.1% 210
2019
Q2 		$395K Buy
1,486
+224
+18% +$58.5K 0.1% 213
2019
Q1 		$327K Hold
1,262
– – 0.1% 213
2018
Q4 		$294K Buy
+1,262
New +$315K 0.11% 172

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Great Valley Advisor Group's DIA Position: Q3 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 26% in Q3 2026, buying an estimated $887K and bringing the position to 8,117 shares worth $4.13M. The position accounts for 0.06% of the portfolio, ranked #280.

Great Valley Advisor Group first reported a position in DIA in Q4 2018 and has held it in 32 quarters since. The position peaked at $11.7M in Q1 2022. 1,028 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Great Valley Advisor Group held 8,117 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.13M as of Q3 2026.
  • Great Valley Advisor Group bought 1,684 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $887K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Great Valley Advisor Group's portfolio in Q3 2026, its #280 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 32 quarters since.
  • Great Valley Advisor Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11.7M in Q1 2022.
  • 1,028 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.