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

Intergy Private Wealth’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 		$5.29M Sell
10,125
-6,151
-38% -$3.07M 1.22% 16
2026
Q1 		$7.54M Buy
16,276
+301
+2% +$146K 2.21% 10
2025
Q4 		$7.68M Buy
15,975
+304
+2% +$144K 2.32% 9
2025
Q3 		$7.27M Buy
15,671
+620
+4% +$279K 2.27% 9
2025
Q2 		$6.63M Buy
15,051
+227
+2% +$94.2K 2.26% 9
2025
Q1 		$6.22M Sell
14,824
-175
-1% -$75.7K 2.37% 10
2024
Q4 		$6.38M Buy
14,999
+116
+0.8% +$50.2K 2.38% 9
2024
Q3 		$6.3M Buy
14,883
+461
+3% +$187K 2.4% 10
2024
Q2 		$5.64M Buy
14,422
+79
+0.6% +$30.7K 2.33% 10
2024
Q1 		$5.7M Buy
14,343
+88
+0.6% +$33.9K 2.35% 11
2023
Q4 		$5.37M Buy
14,255
+135
+1% +$47.2K 2.32% 11
2023
Q3 		$4.73M Buy
14,120
+45
+0.3% +$15.6K 2.37% 11
2023
Q2 		$4.84M Buy
14,075
+232
+2% +$78.1K 2.37% 11
2023
Q1 		$4.6M Buy
13,843
+251
+2% +$83.4K 2.58% 10
2022
Q4 		$4.5M Buy
13,592
+453
+3% +$147K 2.82% 9
2022
Q3 		$3.77M Sell
13,139
-1,512
-10% -$481K 2.68% 9
2022
Q2 		$4.51M Sell
14,651
-2,998
-17% -$980K 3.56% 6
2022
Q1 		$6.12M Sell
17,649
-5,646
-24% -$1.96M 4.27% 6
2021
Q4 		$8.46M Buy
+23,295
New +$8.28M 6.61% 4

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

Intergy Private Wealth's DIA Position: Q2 2026 in Review

Intergy Private Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 38% in Q2 2026, selling an estimated $3.07M and leaving 10,125 shares worth $5.29M. The position accounts for 1.22% of the portfolio, ranked #16.

Intergy Private Wealth first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.46M in Q4 2021. 334 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Intergy Private Wealth held 10,125 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.29M as of Q2 2026.
  • Intergy Private Wealth sold 6,151 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3.07M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.22% of Intergy Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Intergy Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Intergy Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.46M in Q4 2021.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.