Howard Wealth Management
DIA icon

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

Howard Wealth Management’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 		$686K Sell
1,349
-4
-0.3% -$2.11K 0.25% 74
2026
Q2 		$707K Sell
1,353
-25
-2% -$12.5K 0.26% 70
2026
Q1 		$638K Sell
1,378
-58
-4% -$28.1K 0.27% 73
2025
Q4 		$691K Sell
1,436
-145
-9% -$68.6K 0.3% 68
2025
Q3 		$733K Sell
1,581
-6
-0.4% -$2.7K 0.34% 70
2025
Q2 		$699K Sell
1,587
-18
-1% -$7.47K 0.35% 70
2025
Q1 		$674K Sell
1,605
-24
-1% -$10.4K 0.38% 67
2024
Q4 		$693K Sell
1,629
-171
-10% -$74K 0.38% 63
2024
Q3 		$762K Sell
1,800
-45
-2% -$18.3K 0.44% 59
2024
Q2 		$722K Buy
1,845
+7
+0.4% +$2.72K 0.57% 48
2024
Q1 		$731K Buy
1,838
+8
+0.4% +$3.08K 0.59% 44
2023
Q4 		$690K Buy
1,830
+23
+1% +$8.04K 0.58% 42
2023
Q3 		$605K Buy
1,807
+47
+3% +$16.3K 0.56% 42
2023
Q2 		$605K Buy
1,760
+11
+0.6% +$3.7K 0.52% 44
2023
Q1 		$582K Buy
1,749
+47
+3% +$15.6K 0.49% 54
2022
Q4 		$564K Buy
1,702
+64
+4% +$20.8K 0.46% 57
2022
Q3 		$470K Buy
+1,638
New +$521K 0.33% 66
2022
Q2 		– Sell
-1,632
Closed -$566K – 74
2022
Q1 		$566K Buy
1,632
+57
+4% +$19.8K 0.31% 70
2021
Q4 		$572K Sell
1,575
-10
-0.6% -$3.55K 0.3% 73
2021
Q3 		$536K Buy
1,585
+15
+1% +$5.24K 0.3% 75
2021
Q2 		$541K Sell
1,570
-13
-0.8% -$4.44K 0.3% 76
2021
Q1 		$522K Sell
1,583
-2
-0.1% -$631 0.31% 77
2020
Q4 		$484K Buy
1,585
+95
+6% +$27.6K 0.3% 78
2020
Q3 		$413K Sell
1,490
-20
-1% -$5.46K 0.29% 76
2020
Q2 		$389K Sell
1,510
-15
-1% -$3.69K 0.32% 72
2020
Q1 		$334K Sell
1,525
-190
-11% -$50.5K 0.35% 72
2019
Q4 		$488K Buy
+1,715
New +$473K 0.41% 60

Other funds holding DIA

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Wealth Management's DIA Position: Q3 2026 in Review

Howard Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.3% in Q3 2026, selling an estimated $2.11K and leaving 1,349 shares worth $686K. The position accounts for 0.25% of the portfolio, ranked #74.

Howard Wealth Management first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $762K in Q3 2024. 772 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Howard Wealth Management held 1,349 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $686K as of Q3 2026.
  • Howard Wealth Management sold 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 0.25% of Howard Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Howard Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $762K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.