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

Hegarty 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 Q3	$516K	Buy	1,015 +4	+0.4%	+$2.11K	0.32%	47
2026 Q2	$528K	Buy	1,011 +3	+0.3%	+$1.5K	0.36%	42
2026 Q1	$467K	Sell	1,008 -10	-1%	-$4.84K	0.37%	44
2025 Q4	$489K	Buy	+1,018	New	+$482K	0.42%	37

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Hegarty Advisors's DIA Position: Q3 2026 in Review

Hegarty Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.4% in Q3 2026, buying an estimated $2.11K and bringing the position to 1,015 shares worth $516K. The position accounts for 0.32% of the portfolio, ranked #47.

Hegarty Advisors first reported a position in DIA in Q4 2025 and has held it in 4 quarters since. The position peaked at $528K in Q2 2026. 1,028 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Hegarty Advisors held 1,015 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $516K as of Q3 2026.
Hegarty Advisors bought 4 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $2.11K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.32% of Hegarty Advisors's portfolio in Q3 2026, its #47 holding.
Hegarty Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 4 quarters since.
Hegarty Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $528K in Q2 2026.
1,028 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.