High Net Worth Advisory Group
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High Net Worth Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

High Net Worth Advisory Group’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 		$1.57M Sell
3,086
-7
-0.2% -$3.68K 0.33% 68
2026
Q2 		$1.62M Buy
3,093
+55
+2% +$27.5K 0.34% 65
2026
Q1 		$1.41M Buy
3,038
+7
+0.2% +$3.39K 0.33% 71
2025
Q4 		$1.46M Buy
3,031
+90
+3% +$42.6K 0.34% 70
2025
Q3 		$1.36M Buy
2,941
+1,132
+63% +$510K 0.33% 69
2025
Q2 		$797K Buy
1,809
+551
+44% +$229K 0.21% 98
2025
Q1 		$528K Sell
1,258
-117
-9% -$50.6K 0.15% 124
2024
Q4 		$585K Buy
1,375
+3
+0.2% +$1.3K 0.16% 115
2024
Q3 		$581K Buy
1,372
+25
+2% +$10.2K 0.16% 118
2024
Q2 		$527K Buy
1,347
+21
+2% +$8.15K 0.16% 112
2024
Q1 		$528K Buy
1,326
+23
+2% +$8.86K 0.17% 114
2023
Q4 		$491K Sell
1,303
-94
-7% -$32.8K 0.18% 110
2023
Q3 		$468K Buy
1,397
+1
+0.1% +$347 0.19% 107
2023
Q2 		$481K Sell
1,396
-45
-3% -$15.1K 0.19% 114
2023
Q1 		$479K Hold
1,441
– – 0.2% 107
2022
Q4 		$477K Buy
1,441
+101
+8% +$32.8K 0.19% 110
2022
Q3 		$385K Buy
1,340
+220
+20% +$69.9K 0.16% 125
2022
Q2 		$345K Buy
1,120
+57
+5% +$18.6K 0.14% 130
2022
Q1 		$369K Buy
1,063
+36
+4% +$12.5K 0.13% 130
2021
Q4 		$373K Buy
+1,027
New +$365K 0.13% 133

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

High Net Worth Advisory Group's DIA Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.23% in Q3 2026, selling an estimated $3.68K and leaving 3,086 shares worth $1.57M. The position accounts for 0.33% of the portfolio, ranked #68.

High Net Worth Advisory Group first reported a position in DIA in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.62M in Q2 2026. 907 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • High Net Worth Advisory Group held 3,086 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.57M as of Q3 2026.
  • High Net Worth Advisory Group sold 7 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $3.68K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.33% of High Net Worth Advisory Group's portfolio in Q3 2026, its #68 holding.
  • High Net Worth Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.62M in Q2 2026.
  • 907 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.