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

Guardian 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 Q3	$114K	Hold	225	–	–	0.01%	246
2026 Q2	$118K	Buy	+225	New	+$112K	0.01%	230
2025 Q3	–	Sell	-525	Closed	-$233K	–	182
2025 Q2	$233K	Buy	+525	New	+$218K	0.02%	170

Other funds holding DIA

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Guardian Partners's DIA Position: Q3 2026 in Review

Guardian Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 225 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #246.

Guardian Partners first reported a position in DIA in Q2 2025 and has held it in 3 quarters since. The position peaked at $233K in Q2 2025. 580 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Guardian Partners held 225 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $114K as of Q3 2026.
Guardian Partners 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 0.01% of Guardian Partners's portfolio in Q3 2026, its #246 holding.
Guardian Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 3 quarters since.
Guardian Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $233K in Q2 2025.
580 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.