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

IBEX Wealth Advisors’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	$278K	Hold	547	–	–	0.02%	194
2026 Q2	$286K	Sell	547 -191	-26%	-$95.4K	0.02%	187
2026 Q1	$342K	Buy	+738	New	+$358K	0.03%	177
2025 Q4	–	Sell	-546	Closed	-$253K	–	145
2025 Q3	$253K	Hold	546	–	–	0.02%	187
2025 Q2	$241K	Buy	+546	New	+$227K	0.03%	181
2025 Q1	–	Sell	-762	Closed	-$324K	–	142
2024 Q4	$324K	Buy	+762	New	+$330K	0.04%	166
2023 Q1	–	Sell	-1,303	Closed	-$432K	–	109
2022 Q4	$432K	Buy	+1,303	New	+$424K	0.1%	138

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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 Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

IBEX Wealth Advisors's DIA Position: Q3 2026 in Review

IBEX Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 547 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #194.

IBEX Wealth Advisors first reported a position in DIA in Q4 2022 and has held it in 7 quarters since. The position peaked at $432K in Q4 2022. 910 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

IBEX Wealth Advisors held 547 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $278K as of Q3 2026.
IBEX Wealth Advisors 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 0.02% of IBEX Wealth Advisors's portfolio in Q3 2026, its #194 holding.
IBEX Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 7 quarters since.
IBEX Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $432K in Q4 2022.
910 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.