Harper Investing’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Harper Investing’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	$206K	Buy	406 +2	+0.5%	+$1.05K	0.06%	86
2026 Q2	$211K	Buy	+404	New	+$202K	0.07%	84

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

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 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

Harper Investing's DIA Position: Q3 2026 in Review

Harper Investing increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.5% in Q3 2026, buying an estimated $1.05K and bringing the position to 406 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #86.

Harper Investing first reported a position in DIA in Q2 2026 and has held it in 2 quarters since. The position peaked at $211K in Q2 2026. 620 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Harper Investing held 406 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $206K as of Q3 2026.
Harper Investing bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.05K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Harper Investing's portfolio in Q3 2026, its #86 holding.
Harper Investing first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026 and has held it in 2 quarters since.
Harper Investing's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $211K in Q2 2026.
620 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.