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 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

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Hoxton Planning & Management's DIA Position: Q2 2026 in Review

Hoxton Planning & Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,300 shares worth $679K. The position accounts for 0.18% of the portfolio, ranked #97.

Hoxton Planning & Management first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. 322 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Hoxton Planning & Management held 1,300 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $679K as of Q2 2026.
Hoxton Planning & Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.18% of Hoxton Planning & Management's portfolio in Q2 2026, its #97 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 15 quarters since.
322 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.