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

Heck Capital 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 		$57.4M Buy
109,655
+4,388
+4% +$2.19M 3.43% 5
2026
Q1 		$48.8M Sell
105,267
-2,113
-2% -$1.02M 3.62% 5
2025
Q4 		$51.7M Buy
107,380
+23,330
+28% +$11M 3.85% 6
2025
Q3 		$39M Buy
84,050
+3,222
+4% +$1.45M 3.02% 7
2025
Q2 		$35.7M Buy
80,828
+23,058
+40% +$9.57M 3.07% 7
2025
Q1 		$24.3M Buy
57,770
+1,392
+2% +$602K 2.73% 8
2024
Q4 		$24M Buy
56,378
+2,277
+4% +$986K 2.75% 7
2024
Q3 		$22.9M Sell
54,101
-79
-0.1% -$32.1K 2.64% 9
2024
Q2 		$21.2M Buy
54,180
+28,271
+109% +$11M 2.63% 8
2024
Q1 		$10.3M Buy
25,909
+90
+0.3% +$34.7K 1.57% 19
2023
Q4 		$9.73M Buy
25,819
+1,518
+6% +$530K 1.59% 18
2023
Q3 		$8.14M Sell
24,301
-21,980
-47% -$7.62M 1.51% 20
2023
Q2 		$15.9M Sell
46,281
-545
-1% -$183K 2.74% 7
2023
Q1 		$15.6M Buy
46,826
+1,459
+3% +$485K 2.99% 7
2022
Q4 		$15M Sell
45,367
-2,354
-5% -$765K 2.91% 8
2022
Q3 		$13.7M Sell
47,721
-3,075
-6% -$978K 2.82% 10
2022
Q2 		$15.6M Sell
50,796
-5,374
-10% -$1.76M 3.15% 8
2022
Q1 		$19.5M Sell
56,170
-7,610
-12% -$2.64M 3.52% 6
2021
Q4 		$23.2M Buy
63,780
+2,635
+4% +$936K 4.21% 6
2021
Q3 		$20.7M Sell
61,145
-1,583
-3% -$553K 4.13% 6
2021
Q2 		$21.6M Buy
62,728
+2,343
+4% +$800K 4.29% 6
2021
Q1 		$19.9M Sell
60,385
-2,195
-4% -$693K 4.4% 6
2020
Q4 		$19.1M Buy
62,580
+675
+1% +$196K 4.66% 6
2020
Q3 		$17.2M Sell
61,905
-47,669
-44% -$13M 4.79% 6
2020
Q2 		$28.3M Sell
109,574
-18,809
-15% -$4.63M 5.97% 5
2020
Q1 		$28.1M Buy
128,383
+19,245
+18% +$5.11M 8.1% 3
2019
Q4 		$31.1M Buy
109,138
+44,309
+68% +$12.2M 7.47% 3
2019
Q3 		$17.5M Sell
64,829
-37,720
-37% -$10.1M 5.37% 4
2019
Q2 		$27.3M Sell
102,549
-2,387
-2% -$623K 7.32% 3
2019
Q1 		$27.2M Sell
104,936
-9,043
-8% -$2.27M 8.14% 3
2018
Q4 		$26.6M Sell
113,979
-1,250
-1% -$312K 9.79% 2
2018
Q3 		$30.5M Buy
115,229
+4,116
+4% +$1.05M 10.06% 2
2018
Q2 		$27M Buy
111,113
+3,948
+4% +$969K 9.82% 2
2018
Q1 		$25.9M Buy
107,165
+17,211
+19% +$4.32M 11.44% 1
2017
Q4 		$22.3M Buy
89,954
+1,257
+1% +$298K 10.81% 2
2017
Q3 		$19.9M Buy
88,697
+3,917
+5% +$857K 10.6% 2
2017
Q2 		$18.1M Buy
84,780
+1,727
+2% +$362K 10.5% 2
2017
Q1 		$17.1M Buy
83,053
+2,670
+3% +$544K 10.56% 2
2016
Q4 		$15.9M Buy
+80,383
New +$15.2M 11.55% 2

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Heck Capital Advisors's DIA Position: Q2 2026 in Review

Heck Capital Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.2% in Q2 2026, buying an estimated $2.19M and bringing the position to 109,655 shares worth $57.4M. The position accounts for 3.43% of the portfolio, ranked #5.

Heck Capital Advisors first reported a position in DIA in Q4 2016 and has held it in 39 quarters since. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Heck Capital Advisors held 109,655 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $57.4M as of Q2 2026.
  • Heck Capital Advisors bought 4,388 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.19M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.43% of Heck Capital Advisors's portfolio in Q2 2026, its #5 holding.
  • Heck Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 39 quarters since.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.