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

Guardian Asset 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 Q2	$985K	Sell	1,882 -11,193	-86%	-$5.59M	0.45%	46
2026 Q1	$6.06M	Buy	13,075 +11,159	+582%	+$5.41M	3.54%	8
2025 Q4	$921K	Sell	1,916 -15	-0.8%	-$7.1K	0.48%	46
2025 Q3	$896K	Sell	1,931 -12,146	-86%	-$5.47M	0.48%	46
2025 Q2	$6.21M	Buy	14,077 +648	+5%	+$269K	3.56%	8
2025 Q1	$5.64M	Sell	13,429 -34	-0.3%	-$14.7K	3.68%	7
2024 Q4	$5.73M	Sell	13,463 -1,894	-12%	-$820K	3.68%	7
2024 Q3	$6.5M	Buy	15,357 +299	+2%	+$121K	4.41%	5
2024 Q2	$5.9M	Buy	15,058 +1,779	+13%	+$691K	4.33%	5
2024 Q1	$5.29M	Buy	13,279 +668	+5%	+$257K	4.39%	5
2023 Q4	$4.75M	Buy	+12,611	New	+$4.41M	4.46%	4

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MAWCM

Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

Guardian Asset Advisors's DIA Position: Q2 2026 in Review

Guardian Asset Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 86% in Q2 2026, selling an estimated $5.59M and leaving 1,882 shares worth $985K. The position accounts for 0.45% of the portfolio, ranked #46.

Guardian Asset Advisors first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.5M in Q3 2024. 522 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Guardian Asset Advisors held 1,882 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $985K as of Q2 2026.
Guardian Asset Advisors sold 11,193 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $5.59M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.45% of Guardian Asset Advisors's portfolio in Q2 2026, its #46 holding.
Guardian Asset Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.5M in Q3 2024.
522 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.