Ignite Planners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ignite Planners’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	$357K	Buy	702 +3	+0.4%	+$1.58K	0.05%	333
2026 Q2	$365K	Sell	699 -12	-2%	-$5.99K	0.05%	316
2026 Q1	$329K	Buy	711 +20	+3%	+$9.7K	0.05%	307
2025 Q4	$338K	Buy	+691	New	+$327K	0.05%	310

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

Ignite Planners's DIA Position: Q3 2026 in Review

Ignite Planners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.43% in Q3 2026, buying an estimated $1.58K and bringing the position to 702 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #333.

Ignite Planners first reported a position in DIA in Q4 2025 and has held it in 4 quarters since. The position peaked at $365K in Q2 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Ignite Planners held 702 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $357K as of Q3 2026.
Ignite Planners bought 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.58K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Ignite Planners's portfolio in Q3 2026, its #333 holding.
Ignite Planners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 4 quarters since.
Ignite Planners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $365K 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 Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.