Hoxton Planning & Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Hoxton Planning & 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	$661K	Hold	1,300	–	–	0.17%	98
2026 Q2	$679K	Hold	1,300	–	–	0.18%	97
2026 Q1	$602K	Hold	1,300	–	–	0.18%	96
2025 Q4	$625K	Hold	1,300	–	–	0.19%	93
2025 Q3	$603K	Hold	1,300	–	–	0.19%	93
2025 Q2	$573K	Hold	1,300	–	–	0.2%	91
2025 Q1	$546K	Hold	1,300	–	–	0.21%	94
2024 Q4	$553K	Hold	1,300	–	–	0.21%	90
2024 Q3	$550K	Hold	1,300	–	–	0.21%	94
2024 Q2	$508K	Hold	1,300	–	–	0.24%	82
2024 Q1	$517K	Hold	1,300	–	–	0.25%	81
2023 Q4	$490K	Hold	1,300	–	–	0.26%	73
2023 Q3	$435K	Hold	1,300	–	–	0.28%	70
2023 Q2	$447K	Hold	1,300	–	–	0.28%	71
2023 Q1	$432K	Hold	1,300	–	–	0.24%	85
2022 Q4	$431K	Buy	+1,300	New	+$423K	0.23%	91

Other funds holding DIA

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

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Hoxton Planning & Management's DIA Position: Q3 2026 in Review

Hoxton Planning & Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 1,300 shares worth $661K. The position accounts for 0.17% of the portfolio, ranked #98.

Hoxton Planning & Management first reported a position in DIA in Q4 2022 and has held it in 16 quarters since. The position peaked at $679K in Q2 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Hoxton Planning & Management held 1,300 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $661K as of Q3 2026.
Hoxton Planning & Management 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 0.17% of Hoxton Planning & Management's portfolio in Q3 2026, its #98 holding.
Hoxton Planning & Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 16 quarters since.
Hoxton Planning & Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $679K in Q2 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.