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

Highline Wealth 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	$517K	Hold	1,017	–	–	0.1%	80
2026 Q2	$531K	Buy	1,017 +147	+17%	+$73.4K	0.11%	75
2026 Q1	$403K	Buy	870 +36	+4%	+$17.4K	0.1%	63
2025 Q4	$401K	Sell	834 -6	-0.7%	-$2.84K	0.11%	51
2025 Q3	$389K	Hold	840	–	–	0.1%	78
2025 Q2	$370K	Sell	840 -7	-0.8%	-$2.9K	0.11%	78
2025 Q1	$355K	Sell	847 -29	-3%	-$12.5K	0.12%	78
2024 Q4	$373K	Sell	876 -22	-2%	-$9.5K	0.12%	79
2024 Q3	$380K	Hold	898	–	–	0.13%	84
2024 Q2	$351K	Buy	898 +436	+94%	+$169K	0.13%	82
2024 Q1	$184K	Sell	462 -28	-6%	-$10.8K	0.08%	100
2023 Q4	$185K	Buy	490 +230	+88%	+$80.4K	0.09%	97
2023 Q3	$87.1K	Hold	260	–	–	0.05%	102
2023 Q2	$89.4K	Hold	260	–	–	0.06%	100
2023 Q1	$86.5K	Hold	260	–	–	0.06%	98
2022 Q4	$86.1K	Hold	260	–	–	0.06%	101
2022 Q3	$74.7K	Buy	+260	New	+$82.7K	0.06%	92

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

Highline Wealth Partners's DIA Position: Q3 2026 in Review

Highline Wealth Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 1,017 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #80.

Highline Wealth Partners first reported a position in DIA in Q3 2022 and has held it in 17 quarters since. The position peaked at $531K in Q2 2026. 580 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Highline Wealth Partners held 1,017 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $517K as of Q3 2026.
Highline Wealth 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 0.1% of Highline Wealth Partners's portfolio in Q3 2026, its #80 holding.
Highline Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 17 quarters since.
Highline Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $531K in Q2 2026.
580 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.